Tiempo Capital Partners, Llc
- Regulatory AUM
- $911M
- Discretionary
- $655M
- Clients
- 65
- Avg AUM / client
- $14.0M
- Accounts
- 68
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $612K | 0.07% |
| High net worth individuals | 65 | $885M | 97.1% |
| Charitable organizations | Fewer than 5 clients | $25.5M | 2.8% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Philip George Hackleman | Partner And Chief Compliance Officer | CFA | Nov 2023 (3y) | 25% – 50% |
| Alexandra Marie Valentin | Partner | May 2024 (2y) | 25% – 50% | |
| Juan Carlos Freile Franco | Partner | CFA | May 2024 (2y) | 25% – 50% |
| Enrique Viyella | Registered representative | Mar 2025 (1y) | ||
| Joanna Espasas | Registered representative | Jun 2025 (1y) |
Undisclosed: 0% – 25% 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) | 06/08/2026 | 1020 KB | 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF INVESTED PRINCIPAL
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- J.P. Morgan $363M (40% of AUM) Jun 2026
- Fidelity Brokerage Services $257M (28% of AUM) Jun 2026
- Charles Schwab & Co. $111M (12% of AUM) Jun 2026
- UBS $50.4M (10% of AUM) Dec 2025
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: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗