The ANDINA CAPITAL MANAGEMENT is a privately held investment adviser that advises $1.02Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ANDINA CAPITAL MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 279.61% over the last 5-years.
The Group has been registered with the SEC for 11.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1300 N 200 E SUITE 112, LOGAN, UT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 12 investment and 6 non-investment staff. The total number of Employees increased by 125% over the last 5-years.
Their $1.02Bn in assets advised are owned by 19 private funds, 0 public funds and BDCs and 61 other accounts. Assets of High Net Worth Individuals clients own $405.92mn or 39.93% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $372.51mn or 36.64% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ANDINA CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In ANDINA CAPITAL MANAGEMENT's case, they have 12 business conditions that require high process maturity and 0 Watch Factors.