Tiempo Capital Partners logo

Tiempo Capital Partners

Updated today

Client assets under management

$885,551,513

Clients

65

100% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

13

Very Low

Average account size

$13,623,869

About

Tiempo Capital Partners serves individuals, trusts, estates, charitable organizations and business entities, working primarily with individual and high‑net‑worth clients. The firm is a small advisory team of five professionals serving roughly 65 client relationships and offers fee‑based investment management (both discretionary and non‑discretionary), investment consulting, and family office–style consulting.

The firm employs a tactical allocation approach intended to manage risk and pursue performance, drawing on fundamental, technical and cyclical analysis and a broad investable universe that includes listed securities, fixed income, derivatives and private market interests. Tiempo manages both discretionary and non‑discretionary accounts (reporting both categories within its AUM) and may use cash positions, sector tilts or stock selections as portfolio tools in keeping with client objectives and constraints.

A distinctive aspect of Tiempo is its use of performance‑based compensation arrangements for qualified clients, including arrangements that include hurdle and high‑water mark provisions and one‑time upfront management arrangements for certain investments, which is uncommon among similar team firms. The firm also offers formal family office consulting and outsourced CIO support on separately negotiated contractual terms, and its client roster is relatively concentrated given its reported AUM, which may indicate a higher average relationship size than many peers.

Client services

Portfolio management Investment consulting services

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy

Fee options

Fixed

Family Office Consulting and Advisory Services: $325,000 annually, plus $50,000 one-time setup fee; Investment Consulting: one-time fixed fee up to 1.00% of invested capital or line of credit

Percentage

$0 - $10,000,000: 0.90% $10,000,001 - $30,000,000: 0.70% $30,000,001 - $50,000,000: 0.60% $50,000,001 - $100,000,000: 0.50% $100,000,001 - $250,000,000: 0.40% Over $250 million+: 0.30%

Performance-based

10.0% of gains exceeding 8.0% hurdle rate with high water mark for qualified clients; also performance fees on lifetime investments subject to 10% soft hurdle rate and high water mark

Other

Account minimum: $1,000,000

Main office location

Tiempo Capital Partners

2665 S Bayshore Drive, Suite 440

Miami FL 33133, United States

Number of offices

2

Most active in

Florida · Puerto Rico

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joanna E

Series 66

Miami, FL

Tiempo Capital Partners

Joanna Espasas is a financial advisor at Tiempo Capital Partners with 13 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Raymond James & Associates, Wells Fargo Advisors, and UBS Financial Services. Tiempo Capital Partners advises individuals, trusts, estates, charitable organizations, and business entities, primarily providing fee-based, custom investment management along with family office consulting and non-discretionary investment consulting. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and offers a mix of discretionary and client-directed asset management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy
user avatar

Enrique V

Series 66

Miami, FL

Tiempo Capital Partners

Enrique Viyella is a financial advisor at Tiempo Capital Partners with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank and Earthview Advisors LLC. Outside of his advisory role, he serves on the advisory board of Earthview Brands Inc., a wine and liquor distribution company. Tiempo Capital Partners provides fee-based, custom investment management and family office consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management with a focus on bespoke mandates and alternative investment consulting.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy
user avatar

Philip H

CFA®, Series 65

Miami, FL

Tiempo Capital Partners

Philip Hackleman is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Tiempo Capital Partners, where he has worked since 2023. Prior to this, he held roles at Lion Capital Advisors, Octogone NA Inc, and several other firms. Hackleman also serves as a business consultant for a medical plans advisory firm during non-trading hours. Tiempo Capital Partners advises high net worth individuals, trusts, estates, charitable organizations, and business entities, offering fee-based custom investment management along with family office and alternative investment consulting. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and manages a significant portion of assets on a non-discretionary basis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy
user avatar

Alexandra V

Series 63, Series 65, Series 66

Miami, FL

Tiempo Capital Partners

Alexandra Valentin is a financial advisor at Tiempo Capital Partners with 13 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and UBS International Inc. Outside of her advisory role, she serves as president of Carmen Consulting Group, a consulting company. Tiempo Capital Partners advises individuals, trusts, estates, charitable organizations, and business entities, focusing on fee-based, custom investment management. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and offers family office consulting alongside discretionary and non-discretionary investment services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy
user avatar

Juan Carlos F

CFA®, Series 63

Miami, FL

Tiempo Capital Partners

Juan Carlos Freile Franco is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently with Tiempo Capital Partners, where he has worked since 2024, following a 12-year tenure at J.P. Morgan Securities. Tiempo Capital Partners advises individuals, trusts, estates, charitable organizations, and business entities, focusing on fee-based, customized investment management along with family office consulting and non-discretionary investment consulting. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and is noted for its performance-based fee arrangements and family-office level services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy
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