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Jose Poncela

THEMES MANAGEMENT COMPANY LLC·GREENWICH, Connecticut
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34 EAST PUTNAM AVENUE, SUITE 112, GREENWICH, CT 06830CRD# 7782778Firm CRD# 323861
01

About

Jose Poncela is a registered financial advisor based in GREENWICH, Connecticut, affiliated with THEMES MANAGEMENT COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
THEMES MANAGEMENT COMPANY LLC
THEMES MANAGEMENT COMPANY LLC
AUM
$10M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at THEMES MANAGEMENT COMPANY LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7782778
Firm CRD# 323861
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jose Poncela offer?
Jose Poncela specializes in Investment Management, Fee-Only Advisory. Contact their office in GREENWICH, Connecticut for a consultation.
What are Jose Poncela's credentials?
Jose Poncela is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Poncela located?
Jose Poncela is based in GREENWICH, Connecticut, working with THEMES MANAGEMENT COMPANY LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Jose Poncela charge for services?
Jose Poncela's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THEMES MANAGEMENT COMPANY LLC?
THEMES MANAGEMENT COMPANY LLC has approximately 7 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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