Tiempo Capital Partners is a registered investment advisor that provides customized investment management services on a discretionary or non-discretionary basis. The firm uses a tactical asset allocation strategy to manage portfolios across a wide range of securities, including stocks, bonds, mutual funds, options, futures, and alternative investments. In addition to core portfolio management, Tiempo Capital Partners offers family office consulting—covering estate planning, tax, accounting, insurance, and family governance—at no extra charge for certain clients. The firm also provides investment consulting for alternative investments or lines of credit, and offers performance-based fee arrangements for qualified clients meeting specific net worth or asset thresholds. The firm is led by founding partners Philip Hackleman, Juan Carlos Freile Franco, and Alexandra Valentin.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.65% |
| $10.0M - $30.0M | 0.65% |
| $30.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.40% |
| $250M+ | 0.30% |
Fees may be negotiated at the sole discretion of the advisor. Qualified clients may choose a performance-based fee arrangement consisting of a 0.65% annual management fee plus a 10% performance fee.