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Tiempo Capital operates as a boutique financial services firm, delivering independent financial advisory, comprehensive investment management, insurance offerings, and family-office technology solutions. The firm’s approach integrates the bespoke, personalized services typically found in single-family offices with the extensive capabilities and efficiencies of a multi-family office. This strategy allows them to provide customized care, cost-effective solutions, and access to enhanced investment opportunities, including Separately Managed Accounts and diverse private and direct investments across various asset classes.
The firm was co-founded by Juan Carlos Freile, CFA, who serves as CEO and Founding Partner; Alexandra Valentin, Chief Strategy Officer and Founding Partner; and Philip Hackleman, CFA, Chief Investment Officer and Founding Partner. Their collective insight centered on the need for ultra-high net worth individuals and families to access sophisticated financial strategies that are both highly personalized and broadly efficient, drawing on their individual expertise to construct this differentiated service model.
Tiempo Capital serves a diverse clientele, including ultra-high net worth individuals and families, institutional clients, entrepreneurs, business owners, and those benefiting from Puerto Rico’s ACT 60 incentives. The company’s long-term vision focuses on helping clients build lasting legacies and secure financial stability across generations. They aim to align clients' financial strategies with their broader success by providing a comprehensive and integrated platform for wealth preservation and growth.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Feb 1, 2017 | Utrip | $4.0M Series A | — | Pioneer Square Labs, Swan Venture Fund, Unlock Venture Partners, Charlie Songhurst, Gary Rubens, Jeffrey Wilke, Paul Stahura, Rudy Gadre, Carla Murray, Craig Schafer, Gary Wipfler, H. S. Wright III, Ken Alterman, Neal Dempsey, richard Galanti, Acorn Ventures, Plug and Play, W&W Capital |