Cibest Capital Advisory Services Llc
- Regulatory AUM
- $375M
- Discretionary
- $267M
- Clients
- 462
- Avg AUM / client
- $811K
- Accounts
- 462
- Employees
- 7
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) | 244 | $63.2M | 16.9% |
| High net worth individuals | 7 | $6.2M | 1.64% |
| Banking or thrift institutions | 1 | $52.1M | 13.9% |
| Charitable organizations | 2 | $8.0M | 2.14% |
| Corporations and other businesses | 208 | $245M | 65.4% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Juan Felipe Giraldo | Chief Executive Officer | Feb 2022 (5y) | Less than 5% | |
| Rajiv Shah | Interim Cco/Amlco | Dec 2024 (2y) | Less than 5% | |
| Alejandra Fanta | Registered representative | Mar 2023 (3y) | ||
| Mauricio Londono Gomez | Registered representative | CFA | Mar 2023 (3y) | |
| Catalina Sanchez | Registered representative | May 2023 (3y) | ||
| Daniel Salmon | Registered representative | Jun 2025 (1y) | ||
| Jose David Arango | Registered representative | Jul 2025 (1y) | ||
| Nicolas Paris | Registered representative | CFA | Jun 2026 (0y) | |
| Juan Sebastian Franco | Registered representative | Jun 2026 (0y) | ||
| Andres Felipe Briceno | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bancolombia Capital Holdings Usa Llc | Direct Owner / Holding Company | Sep 2021 | A | 75% or more |
| Valores Bancolombia S.A. | Indirect Owner / Member | Sep 2021 | B | ≈ 56.25% – 100% via Bancolombia Capital Holdings Usa Llc |
| Bancolombia S.A. | Shareholder | May 1991 | B | ≈ 42.19% – 100% via Valores Bancolombia S.A. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Valores Bancolombia S.A.: 75% – 100% of Bancolombia Capital Holdings Usa Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Bancolombia S.A.: 75% – 100% of Valores Bancolombia S.A. × 75% – 100% of Bancolombia Capital Holdings Usa Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
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 | 1.41 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $323M (86% of AUM) Mar 2026
- Clearstream Banking A.G. $52.1M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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) ↗