Fivenca Asset Management Llc
- Regulatory AUM
- $52.4M
- Discretionary
- $51.0M
- Clients
- 74
- Avg AUM / client
- $708K
- Accounts
- 74
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $802K | 1.53% |
| High net worth individuals | 58 | $43.1M | 82.4% |
| Pension and profit sharing plans | 1 | $725K | 1.38% |
| Charitable organizations | 2 | $6.4M | 12.3% |
| Corporations and other businesses | 1 | $1.2M | 2.39% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tineo Nottaro, Jose, Gregorio | Owner | Jan 2019 (8y) | 75% or more | |
| Molina Rios, Ramiro, Oscar | Owner | Jul 2020 (6y) | 10% – 25% | |
| Goncalves De Gois, Adriana, Joselin | Junior Partner | Mar 2022 (4y) | 5% – 10% | |
| Gil O Aikins | Interim Cco | Sep 2023 (3y) | Less than 5% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Stonex Financial Inc. $47.7M (91% of AUM) Mar 2026
- Interactive Brokers $4.6M (9% of AUM) Mar 2026
- Emfi Group Limited $410K (1% of AUM) Sep 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗