NOESIS CAPITAL MANAGEMENT CORP
Latest filing: Apr 18, 2025 (67 days ago)
AUM
$707,201,299
31% change vs. 1 year ago
-7% change vs. 3 years ago
36% change vs. 5 years ago
94% change vs. 10 years ago
Employee Count
11
0% change vs. 1 year ago
0% change vs. 3 years ago
-8% change vs. 5 years ago
10% change vs. 10 years ago
Main Office
BOCA RATON, FL
FOUNTAIN SQUARE, 2700 NORTH MILITARY TRAIL, BOCA RATON, FL, UNITED STATES, 33431
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.0 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 169 | $0.1 |
| Average Individual AUM | $482,880 | |
| HNW | 145 | $0.5 |
| Average HNW AUM | $3,689,251 | |
| Retail Total | 314 | $0.6 |
| Average Retail AUM | $1,963,529 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.5 |
| INTERACTIVE BROKERS LLC | GREENWICH-CT-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.7 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 83% | $0.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 6% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 6% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| NOESIS B.V. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHRISTIAN PATEROK | BOCA RATON | FL | CHARTERED FINANCIAL ANALYST | ||||||
| NICOLAAS LETSCHERT | BOCA RATON | FL | S63|1981-04-15 | CERTIFIED FINANCIAL PLANNER | |||||
| SHIHFANG CHUANG | BOCA RATON | FL | S65|2016-03-07 | ||||||
| ABRAHAM AMADOR-LINDNER | BOCA RATON | FL | S66|2001-12-28 | CERTIFIED FINANCIAL PLANNER | |||||
| CHERYL DEKNATEL | BOCA RATON | FL | S63|1998-06-01|S65|2002-05-10 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.7 | $0.0 | 0% | 11 | 0 | 0% |
| 2025-04-21 | $0.7 | $0.0 | 0% | 11 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.2 | 31% | 11 | 0 | 0% |
| 2023-04-04 | $0.5 | $0.2 | 39% | 11 | 0 | 0% |
| 2022-04-01 | $0.8 | -$0.1 | -7% | 11 | 0 | 0% |
| 2021-04-05 | $0.6 | $0.2 | 28% | 12 | -1 | -8% |
| 2020-04-01 | $0.5 | $0.2 | 36% | 12 | -1 | -8% |
| 2019-04-01 | $0.5 | $0.2 | 43% | 15 | -4 | -27% |
| 2018-04-02 | $0.4 | $0.3 | 74% | 14 | -3 | -21% |
| 2017-04-01 | $0.4 | $0.3 | 93% | 14 | -3 | -21% |
| 2016-04-01 | $0.3 | $0.4 | 109% | 10 | 1 | 10% |
| 2015-04-01 | $0.4 | $0.3 | 94% | 10 | 1 | 10% |
| 2014-04-01 | $0.3 | $0.4 | 125% | 10 | 1 | 10% |
| 2013-04-01 | $0.3 | $0.4 | 152% | 11 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, AL-11/08/2010, CA-07/08/1997, CO-04/18/2025, FL-04/27/2001, GA-01/07/2015, IL-10/25/2024, LA-07/27/2023, MA-10/14/2019, MD-01/07/2015, ME-07/13/2023, MN-12/18/2024, MS-04/05/2024, NC-04/27/2018, NH-10/09/2019, NJ-09/11/2008, NM-04/15/2024, NV-04/24/2019, NY-04/27/2001, PA-01/26/2017, TX-02/04/2016 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV