Santiago Capital

Santiago Capital is a registered investment advisor that oversees all of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell decisions without requiring client consent. Santiago Capital is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so.

Assets under management: $135.1 million (circa 2020)