KM
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Keishmarie Melendez

2 Years of Experience
Guaynabo, PR

Keishmarie Melendez is a registered investment advisor at Sygnus Capital Pr LLC, based in Guaynabo, PR, with 2 years of industry experience. Keishmarie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$16.8M average
Assets Under Management
$134.6M

Fee Structure

Investment management only (planning not offered)

Sygnus Capital manages investments for pooled investment vehicles (Funds). The firm charges each Fund a management fee based on a percentage of the Fund's assets, ranging from 1.25% to 1.95% per year. The specific fee structure is negotiated in advance and included in the Investment Advisory Services Agreement executed by Sygnus Capital and each Fund.

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Location

Metro Office Park, Valencia Building 17,, Street 2, Suite 640, Guaynabo, PR, 00968

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sygnus Capital Pr LLC
December 2023 - Present · 2 yrs 5 mos
State Registrations1 state
PR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.