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Santiago Gutierrez zaldivar

Investment adviser representative at Founders Family Office
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Founders Family OfficeJun 2022 to now
  2. Adamo Capital Family Office LLCOct 2021 to now
  3. Alke Partners LLC.Nov 2016 to now
  4. J.P. Morgan Securities LLCAug 2015 to now
  5. JP Morgan Chase Bank NAAug 2015 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

Founders Family Office

Legal name: Adamo Capital Family Office LLC

$1.1BAssets managed
8Clients
4Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6547080
Firm CRD
315653
Advisor's SEC record (opens in a new tab)
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