Advisor at CAF Investments LLC
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Firm
CAF Investments LLC
Location
Guaynabo, PR 00969
Credentials
Series 65
Industry experience
2 years
Carlos Feliciano is a financial advisor at CAF Investments LLC with five years of industry experience and a Series 65 designation. He also serves as an investment advisor at Buren Capital LLC, where he is involved in raising accredited funds and managing investments focused on Puerto Rico opportunities. Prior to his advisory roles, he worked at Medtronic for four years. CAF Investments LLC provides portfolio management, financial planning, and educational seminars to individuals, corporations, trusts, pension plans, and pooled investment clients. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and offers both discretionary and non-discretionary investment management tailored to client risk tolerances.
Educational course fee of $1,600 one-time or two payments of $900 each; Educational seminars fee ranges from $300 to $2,000 per hour
2.00% annually
Negotiated hourly fee between $100 and $1,000
30.00% performance fee on capital appreciation for qualified clients, in addition to 2.00% AUM fee
Account minimum: $10,000 Minimum fee: One-time non-refundable Setup Fee of $490 at inception of each new client agreement
Avenida Esmeralda #5, Second Floor
Guaynabo, PR 00969
Florida · Puerto Rico · Texas
Buren Capital LLC
2025 - Present (1 year)
CAF Investments LLC
2021 - Present (5 years)
Medtronic
2018 - 2022 (4 years)
Na
2016 - 2018 (2 years)
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