Luciano Duque
Advisor at Sardona Global Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Sardona Global Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Luciano Duque is a financial advisor at Sardona Global Advisors LLC based in Jacksonville, FL, holding Series 65 and Series 66 licenses with over 15 years of experience. His prior roles include positions at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley, as well as leadership at Latinpago and Duque Investment Group. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, while also serving high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach, conducting due diligence and oversight of sub-advisers and offering additional services such as private fund administration and corporate management.
Based on Sardona Global Advisors LLC
Based on Sardona Global Advisors LLC
Fixed fees on a case-by-case basis, not exceeding 2.5% of assets under management
Up to 2.5% of assets under management, negotiated depending on portfolio size and other factors
Up to 20% of net profits (after management fee) above a high water mark, negotiated client-by-client
Account minimum: $1,000,000 under management or $2,000,000 net worth (to qualify for incentive and performance fees)
Aventura, FL
Florida
Securitize Markets, LLC
2021 - Present (5 years)
Solomon Capital Management
2020 - Present (6 years)
SW Financial
2019 - 2021 (2 years)
Morgan Stanley
2017 - 2019 (2 years)
Morgan Stanley Private Bank, N.A.
2017 - 2019 (2 years)
Unemployed
2017 - 2017 (1 year)
Latinpago
2010 - 2017 (7 years)
Duque Investment Group
2008 - 2017 (9 years)
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