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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

FIVENCA ASSET MANAGEMENT

FIVENCA ASSET MANAGEMENT LLC, CRD 288527

CARACAS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4b6dcbc8-7eb1-9dc2-7557-9dfa0ec872e4

Data as of Sep 28, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Jul 17, 2017 to Sep 28, 2023
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $31.1MItem 5.F on the latest filing (2023-09-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $28.8M
Private client RAUM: $30.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $31.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 68
Individual clients: 12
High net worth clients: 54
Custody, client assets: $31.1M
SEC number: 801-125721
CRD: 288527
Filings on the tape: 10
First filed: Jul 17, 2017
Latest filed: Sep 28, 2023
Organised: Limited Liability Company, Delaware

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GIL O AIKINS	n/a	Miami, FL \| MIAMI, FL	2	20	5	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Goncalves De Gois, Adriana, Joselin	JUNIOR PARTNER	A	yes	03/2022	Apr 21, 2022	Sep 28, 2023
TINEO NOTTARO, JOSE, GREGORIO	Owner	E	yes	01/2019	Jul 24, 2017	Sep 28, 2023
AIKINS, GIL, O	INTERIM CCO	Na	no	09/2023	Sep 28, 2023	Sep 28, 2023
Molina Rios, Ramiro, Oscar	Owner	B	no	07/2020	Apr 21, 2022	Sep 28, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FACEBANK INTERNATIONAL CORP.	n/a	n/a	n/a	N	no	n/a
FIVENCA CASA DE BOLSA C.A.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 31, 2023	$31.1M	$28.8M	1	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$31.1M	n/a	n/a	n/a	n/a	1	n/a	0	n/a

Relationships

Registered with (2)

← GIL O AIKINSAdvisorregistration: current employment
Apr 15, 2024 to presentfactForm ADV
← JULIO CESAR CANASAdvisorregistration: previous registration
Jun 7, 2018 to Mar 1, 2022factForm ADV

Owns (2)

← AIKINS, GIL, OOwnerINTERIM CCO, ownership code NA, individual
Sep 28, 2023 to presentfactForm ADV
← Molina Rios, Ramiro, OscarOwnerOWNER, ownership code B, individual
Apr 21, 2022 to presentfactForm ADV

Controls (2)

← TINEO NOTTARO, JOSE, GREGORIOOwnerOWNER, ownership code E, individual
Jul 24, 2017 to presentfactForm ADV
← Goncalves De Gois, Adriana, JoselinOwnerJUNIOR PARTNER, ownership code A, individual
Apr 21, 2022 to presentfactForm ADV

Dated events

Occurred
Apr 21, 2022
Control person left
Cesar Julio Canas Diaz (Chief Compliance Officer) no longer on Schedule A of Fivenca Asset Management (listed 2017-12-18, absent 2022-04-21)
Form ADVobserved 5 days ago
Occurred
Apr 21, 2022
Control person joined
Joselin Adriana Goncalves De Gois (Chief Compliance Officer) appeared on Schedule A of Fivenca Asset Management
Form ADVobserved 5 days ago
Occurred
Mar 1, 2022
Advisor changed firm
Julio Cesar Canas left Fivenca Asset Management for Expam Capital (registered 2019-08-01)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2017
First Form ADV filing
Fivenca Asset Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b6dcbc8-7eb1-9dc2-7557-9dfa0ec872e4
First observed: Jul 17, 2017
Last observed: Sep 28, 2023 36 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIVENCA ASSET MANAGEMENT

FIVENCA ASSET MANAGEMENT LLC, CRD 288527

CARACAS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4b6dcbc8-7eb1-9dc2-7557-9dfa0ec872e4

Data as of Sep 28, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:38 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GIL O AIKINS

n/a

Miami, FL | MIAMI, FL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Goncalves De Gois, Adriana, Joselin

JUNIOR PARTNER

yes

03/2022

Apr 21, 2022

Sep 28, 2023

TINEO NOTTARO, JOSE, GREGORIO

Owner

yes

01/2019

Jul 24, 2017

Sep 28, 2023

AIKINS, GIL, O

INTERIM CCO

09/2023

Sep 28, 2023

Molina Rios, Ramiro, Oscar

Owner

07/2020

Apr 21, 2022

Sep 28, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FACEBANK INTERNATIONAL CORP.

n/a

FIVENCA CASA DE BOLSA C.A.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 31, 2023

$31.1M

$28.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$31.1M

n/a