The following paragraphs describe our services and fees. As used in this brochure, the words "we", "our" and
"us" refer to Adamo Capital Family Office LLC and the words "you", "your" and "client" refer to you as either a
client or prospective client of our firm. Also, you may see the term Associated Person throughout this Brochure.
As used in this Brochure, our Associated Persons are our firm's officers, employees, and all individuals providing
investment advice on behalf of our firm.
ADAMO CAPITAL FAMILY OFFICE, LLC. (“ADAMO” or the “Firm”) was founded in May 2021 as a Florida limited
liability company and maintains its principal place of business located in Miami, Florida. Santiago Gutierrez
Zaldivar is the majority owner and serves as Director, Managing Partner, Chief Investment Officer and Chief
Compliance Officer of the Firm.
A. SERVICES
ADAMO offers non-discretionary investment advisory services for both U.S. and foreign high net worth
individuals, trusts, estates, organizations, corporations, or other business entities through separately managed
accounts (each a “Client” and collectively the “Clients”).
Prior to providing any services, ADAMO will provide Clients with an Investment Management Agreement (the
“Agreement”), which sets forth the terms and conditions of the advisory relationship with us. ADAMO
customizes the nature and scope of its services based on a particular Client’s current and anticipated financial
condition, risk tolerance and goals, and these services may include consulting on portfolio construction,
investment opportunities, hedging of existing assets and/or such other advisory services as ADAMO and such
Client may agree. ADAMO will work with each Client to establish an appropriate investment profile. After
defining the Client’s appropriate investment profile, ADAMO will recommend that the Client allocate
investment assets consistent with the Client’s designated investment objective(s). Once allocated, ADAMO
provides ongoing monitoring and review of account performance and asset allocation and may recommend
rebalancing and/or account transactions as a result of such review. ADAMO will make recommendations to
invest Client assets in both US and foreign exchange listed equities, corporate and sovereign debt, mutual funds
and exchange traded funds. ADAMO also recommends investments in other securities or alternative assets
that it deems appropriate
to achieve Clients’ objectives, including but not limited to options, private
placements, digital assets and private funds.
ADAMO does not have discretionary authority over the Client account(s), meaning Client consent must be
granted prior to each transaction. The Client may approve or disapprove any recommendation made by
ADAMO. In accordance with the Agreement, you, as a client, have an unrestricted right to decline to implement
any advice provided by our Firm. ADAMO does have an ongoing responsibility to select or make
recommendations, based upon the needs of the Clients, as to specific securities or other investments the
account(s) may purchase and sell. If such recommendations are accepted by the Clients, Clients may choose
whether to provide ADAMO with authorization to arrange or effect the purchase or sale in accordance with
the Agreement. Only those Client assets which ADAMO is responsible for arranging or effecting the purchase
or sale will be counted towards the Firm’s regulatory assets under management.
ADAMO also provides Clients with consolidated portfolio reports tailored to Client specifications and can
include one or more bank accounts, financial assets, real estate, works of art or any other asset class. ADAMO
uses third party software to prepare portfolio consolidated statements and related reports. We encourage
Clients using this service to rely on their statement and use ADAMO’s reports as an additional tool to assist in
validating said portfolio values. The statements issued by the Clients’ custodians are official and will prevail
over the reports issued by ADAMO.
B. WRAP FEE PROGRAMS
ADAMO does not participate in and is not a sponsor of wrap fee programs.
Wrap fee programs are arrangements between broker-dealers, investment advisers, banks, and other financial
institutions and affiliated and unaffiliated investment advisers through which Clients of such firms receive
discretionary investment advisory, execution, clearing, and custodial services in a “bundled” form. In exchange
for these “bundled” services, Clients pay an all-inclusive (or “wrap”) fee determined as a percentage of the
assets held in the wrap account.
C. ASSETS UNDER MANAGEMENT
The Firm currently has approximately $1,171,340,247 in Assets Under Management (AUMs), all in a non-
discretionary basis.