DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

UYANA PARTNERS LLC

CRD 300280

MIAMI, FL

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:a151f57a-80aa-2e66-7855-0d76f51c748c

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: May 1, 2019 to Apr 24, 2026
3 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: independent wealth managerderivedprivate_client_share=0.73 fund_share=0.0 institutional_share=0.27 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $115MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $87.2M
Private client RAUM: $84.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $16.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 133
Individual clients: 36
High net worth clients: 33
SEC number: 801-134808
CRD: 300280
Filings on the tape: 3
First filed: May 1, 2019
Latest filed: Apr 24, 2026
Organised: Limited Liability Company, DE

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
Felipe Chediak Bueno	n/a	Cumbaya \| Wollerau \| MIAMI, FL	6	14	n/a	no
Javier Alberto Ojeda Garcia	n/a	MIAMI, FL \| Zurich	3	10	n/a	no
Luis Anibal Guerra Burgos	Chartered Financial Analyst	MIAMI, FL \| Quito	2	13	n/a	no
Ignacio Xavier Rosales	n/a	New York, NY \| MIAMI, FL	2	10	1	no
Claude Ivan Ronc	n/a	MIAMI, FL \| Wilen bei Wollerau	1	10	n/a	no
Samantha Crystal Santiago-Paez	n/a	Plantation Key, FL \| Islamorada, FL \| CORAL GABLES, FL	1	10	2	yes
Sofia Emilia Tello	n/a	MIAMI, FL	1	12	n/a	no
Francisca Lanusse Salazar	n/a	MIAMI, FL \| Quito	0	11	n/a	no

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
Chediak Bueno, Felipe	CHIEF COMPLIANCE OFFICER	C	yes	11/2018	May 1, 2019	Sep 13, 2019
Lutch, Simon	Owner	C	yes	11/2018	May 1, 2019	Sep 13, 2019
Steiner, Jacobo, Enrique	Owner	C	yes	11/2018	May 1, 2019	Sep 13, 2019

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
INSIGNIUM IBERIA EAFI, S.A.	n/a	n/a	n/a	N	yes	n/a
INSIGNIUM WEALTH MANAGEMENT AG	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
2025	Apr 24, 2026	$115M	$87.2M	8	6	4	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	0	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
2025	$115M	n/a	n/a	n/a	n/a	8	n/a	4	n/a

Relationships

Registered with (7)

← Samantha Crystal Santiago-PaezAdvisorregistration: current employment
Apr 22, 2026 to presentfactForm ADV
← Sofia Emilia TelloAdvisorregistration: current employment
Feb 6, 2025 to presentfactForm ADV
← Claude Ivan RoncAdvisorregistration: current employment
Nov 5, 2024 to presentfactForm ADV
← Ignacio Xavier RosalesAdvisorregistration: previous registration
Oct 30, 2020 to Jun 15, 2023factForm ADV
← Luis Anibal Guerra BurgosAdvisorregistration: current employment
Apr 16, 2024 to presentfactForm ADV
← Javier Alberto Ojeda GarciaAdvisorregistration: current employment
Oct 12, 2022 to presentfactForm ADV
← Felipe Chediak BuenoAdvisorregistration: current employment
Feb 12, 2020 to presentfactForm ADV

Controls (3)

← Chediak Bueno, FelipeOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
May 1, 2019 to Sep 13, 2019factForm ADV
← Lutch, SimonOwnerOWNER, ownership code C, individual
May 1, 2019 to Sep 13, 2019factForm ADV
← Steiner, Jacobo, EnriqueOwnerOWNER, ownership code C, individual
May 1, 2019 to Sep 13, 2019factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 1, 2019
First Form ADV filing
Insignium Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Sep 15, 2026
Francisca Lanusse Salazar registered as an investment adviser representative at Uyana Partners Llc

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a151f57a-80aa-2e66-7855-0d76f51c748c
First observed: May 1, 2019
Last observed: Apr 24, 2026 5 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.

UYANA PARTNERS LLC

CRD 300280

MIAMI, FL

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:a151f57a-80aa-2e66-7855-0d76f51c748c

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Felipe Chediak Bueno

n/a

Cumbaya | Wollerau | MIAMI, FL

n/a

Javier Alberto Ojeda Garcia

n/a

MIAMI, FL | Zurich

n/a

Luis Anibal Guerra Burgos

Chartered Financial Analyst

MIAMI, FL | Quito

n/a

Ignacio Xavier Rosales

n/a

New York, NY | MIAMI, FL

Claude Ivan Ronc

n/a

MIAMI, FL | Wilen bei Wollerau

n/a

Samantha Crystal Santiago-Paez

n/a

Plantation Key, FL | Islamorada, FL | CORAL GABLES, FL

yes

Sofia Emilia Tello

n/a

MIAMI, FL

n/a

Francisca Lanusse Salazar

n/a

MIAMI, FL | Quito

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Chediak Bueno, Felipe

CHIEF COMPLIANCE OFFICER

yes

11/2018

May 1, 2019

Sep 13, 2019

Lutch, Simon

Owner

yes

11/2018

May 1, 2019

Sep 13, 2019

Steiner, Jacobo, Enrique

Owner

yes

11/2018

May 1, 2019

Sep 13, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INSIGNIUM IBERIA EAFI, S.A.

n/a

yes

n/a

INSIGNIUM WEALTH MANAGEMENT AG

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$115M

$87.2M

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

2025

$115M

n/a