CAF Investments LLC logo

CAF Investments LLC

Updated today

Client assets under management

$31,215,559

Clients

390

1% high-net-worth

Advisors

6

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

65

Typical

Average account size

$80,040

About

CAF Investments LLC is a Puerto Rico–organized investment adviser that provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients as well as entities such as corporations, trusts, pension plans and retirement accounts. The firm also delivers educational seminars and courses and offers services on both a discretionary and non‑discretionary basis.

The firm documents client objectives and risk tolerance in an Investment Policy Statement and uses a blend of analytical methods—fundamental, quantitative, technical, charting and modern portfolio theory—to construct portfolios. Strategies can include long‑ and short‑term trading and the use of margin, options and short sales, and accounts are reviewed at least quarterly with custodial reporting provided to clients.

CAF Investments discloses several features that distinguish it from many peers: it accepts performance‑based fees for qualified clients and has historically acted in roles associated with pooled investment vehicles and private funds, with related custody and discretionary authority described in its brochure, and its most recent update notes that it no longer manages a private fund. The firm’s public disclosures also include a settled regulatory action by the Puerto Rico Office of the Commissioner of Financial Institutions related to the provision of investment advice without certain authorizations; that matter resulted in a fine.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

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Fee options

Fixed

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

Percentage

2.00% annually

Project-based

Negotiated hourly fee between $100 and $1,000

Performance-based

30.00% performance fee on capital appreciation for qualified clients, in addition to 2.00% AUM fee

Other

Account minimum: $10,000 Minimum fee: One-time non-refundable Setup Fee of $490 at inception of each new client agreement

Main office location

CAF Investments LLC

Avenida Esmeralda #5, Second Floor

Guaynabo PR 00969, United States

Number of offices

1

Most active in

Florida · Puerto Rico · Texas

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

Gabriel R

Series 65

Guaynabo, PR

CAF Investments LLC

Gabriel Roman Bibiloni is a financial advisor at CAF Investments LLC with over a decade of experience, including eight years at Ultrasonido Diagnostico. He holds the Series 65 designation and has been with CAF Investments since 2021. CAF Investments LLC provides portfolio management, financial planning, and educational seminars to a diverse client base including individuals, corporations, trusts, and pension plans. The firm’s investment approach integrates fundamental, quantitative, technical, and modern portfolio theory analyses across a range of strategies from long-term investing to shorter-term trading.

Options & derivatives strategies Active portfolio management
user avatar

Maria C

Series 65

Guaynabo, PR

CAF Investments LLC

Maria Colon is a financial advisor at CAF Investments LLC with a Series 65 designation and one year of industry experience. She also works as a Certified Public Accountant, serving as Controller for ProShop USA, Inc. and owning an accounting and tax preparation firm, PartyOf4PR LLC. CAF Investments LLC offers portfolio management, financial planning, and educational seminars to individuals, corporations, trusts, pension plans, and pooled investment clients. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses in its investment process and provides both discretionary and non-discretionary management with individualized Investment Policy Statements.

Options & derivatives strategies Active portfolio management
user avatar

Hugo V

Series 65

Guaynabo, PR

CAF Investments LLC

Hugo Vega Calder is a financial advisor at CAF Investments LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at e3 Consulting and Villalon Law Office. 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 variety of investment strategies, combining fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s risk tolerance.

Options & derivatives strategies Active portfolio management
user avatar

Jose L

Series 65

Guaynabo, PR

CAF Investments LLC

Jose Linares Blasini is a financial advisor at CAF Investments LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Weil Group Inc. and Mutual of Omaha Investor Services. Outside of his advisory role, he is a senior engineering consultant providing industrial engineering and data analytics services through Linares Blasini Consulting. CAF Investments LLC offers portfolio management, financial planning, and educational seminars to individuals, corporations, trusts, pension plans, and pooled investment clients. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, employing a range of strategies from long-term investing to shorter-term trading.

Options & derivatives strategies Active portfolio management
user avatar

Ashley R

Series 65

Guaynabo, PR

CAF Investments LLC

Ashley Ramirez Quiles is a financial advisor at CAF Investments LLC with a Series 65 credential. She has experience working in the medical technology sector with companies including Medtronic and Boston Scientific before joining CAF Investments. 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 range of investment strategies combining fundamental, quantitative, technical, and modern portfolio theory analyses, offering both discretionary and non-discretionary management tailored to client risk tolerances.

Options & derivatives strategies Active portfolio management
user avatar

Carlos F

Series 65

Guaynabo, PR

CAF Investments LLC

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.

Options & derivatives strategies Active portfolio management
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