Julio Cacho-Diaz is a registered investment advisor at Quantor Capital LLC, based in Houston, TX, with 9 years of industry experience. Julio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quantor Capital's management fee ranges from 0.20% to 1.50% per year, based on the value of your assets under management, either through a fund or a separately managed account. Fees for the funds are described in the offering materials and are not negotiable. Fees for separately managed accounts are negotiable, depending on individual client circumstances. The fee is billed and payable monthly in arrears.
Location
2925 Richmond Avenue, Suite 425, Houston, TX, 77098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julio is an instructor at Rice University, a Chief Wealth Manager for Grupo Bursatil Mexicano, and provides promotional services for 1913 Investments, LLC. He is also a Partner at JJC Capital, LLC and Owner of Candor Fund LLC, dedicating minimal time to these roles.
Employment History
Current Registrations
Quantor Capital LLC
Inscription Capital, LLC
Previous Registrations
Quantor Capital, LLC
State Registrations1 state
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