Canepa U.s., LLC

Canepa U.s., LLC (CRD# 154124) is a financial advisory firm headquartered in New York, NY. They manage $378,294,707 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    378
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $94,573,677
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Canepa U.s., LLC
Showing 1 - 8 of 8 top financial advisors.
1
Gustavo A. Marturet Medina
CRD#: 4493405
200 Park Ave South, Suite 1703, New York, NY 10003
93
Wealthminder
score

Gustavo Marturet Medina (CRD# 4493405) is an Investment Advisor Representative working at Canepa U.s., LLC in New York, NY and has over 15 years of experience in the finance industry.

2
Graydon Barz
CRD#: 6087768
200 Park Ave South, Suite 1703, New York, NY 10003
90
Wealthminder
score

Graydon Barz (CRD# 6087768) is an Investment Advisor Representative working at Canepa U.s., LLC in New York, NY and has over 5 years of experience in the finance industry.

3
Kian Esteghamat
CRD#: 6087646
200 Park Ave South, Suite 1703, New York, NY 10003
90
Wealthminder
score

Kian Esteghamat (CRD# 6087646) is an Investment Advisor Representative working at Canepa U.s., LLC in New York, NY and has over 5 years of experience in the finance industry.

4
Isabel Martinez Lopez
CRD#: 5276247
200 Park Ave South, Suite 1703, New York, NY 10003
90
Wealthminder
score

Isabel Martinez Lopez (CRD# 5276247) is an Investment Advisor Representative working at Canepa U.s., LLC in New York, NY and has over 5 years of experience in the finance industry.

5
Paul A. Enever
CRD#: 6287070
1615 Brandywine Street, Philadelphia, PA 19130
89
Wealthminder
score

Paul Enever (CRD# 6287070) is an Investment Advisor Representative working at Canepa U.s., LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.

6
Alejandro Sanchez
CRD#: 6287088
1111 Brickell Ave, Suite 2170, Miami, FL 33131
89
Wealthminder
score

Alejandro Sanchez (CRD# 6287088) is an Investment Advisor Representative working at Canepa U.s., LLC in Miami, FL and has over 3 years of experience in the finance industry.

7
Saulius Cerkasas
CRD#: 6413165
200 Park Ave South, Suite 1703, New York, NY 10003
88
Wealthminder
score

Saulius Cerkasas (CRD# 6413165) is an Investment Advisor Representative working at Canepa U.s., LLC in New York, NY and has over 3 years of experience in the finance industry.

8
Adam L. Lessler
CRD#: 4430978
200 Park Ave South, Suite 1703, New York, NY 10003
87
Wealthminder
score

Adam Lessler (CRD# 4430978) is an Investment Advisor Representative working at Canepa U.s., LLC in New York, NY and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.