Overview

Assets Under Management: $115 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 33
Average Client Assets: $2.3 million

Frequently Asked Questions

UYANA PARTNERS LLC charges 1.10% on the first $3 million, 1.00% on the next $6 million, 0.90% on the next $9 million, 0.80% on the next $12 million according to their SEC Form ADV filing. See complete fee breakdown ↓

Yes. As an SEC-registered investment advisor (CRD #300280), UYANA PARTNERS LLC is subject to fiduciary duty under federal law.

UYANA PARTNERS LLC is headquartered in MIAMI, FL.

UYANA PARTNERS LLC serves 33 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓

According to their SEC Form ADV, UYANA PARTNERS LLC offers portfolio management for individuals. View all service details ↓

UYANA PARTNERS LLC manages $115 million in client assets according to their SEC filing dated April 24, 2026.

According to their SEC Form ADV, UYANA PARTNERS LLC serves high-net-worth individuals. View client details ↓

Services Offered

Services: Portfolio Management for Individuals

Fee Structure

Primary Fee Schedule (FORM ADV PART 2A)

MinMaxMarginal Fee Rate
$0 $3,000,000 1.10%
$3,000,001 $6,000,000 1.00%
$6,000,001 $9,000,000 0.90%
$9,000,001 $12,000,000 0.80%
$12,000,001 and above Negotiable
Illustrative Fee Rates
Total AssetsAnnual FeesAverage Fee Rate
$1 million $11,000 1.10%
$5 million $53,000 1.06%
$10 million $98,000 0.98%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Clients

Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.27%
Average Client Assets: $2.3 million
Total Client Accounts: 133
Discretionary Accounts: 128
Non-Discretionary Accounts: 5
Minimum Account Size: $1,000,000
Note on Minimum Client Size: $1,000,000

Regulatory Filings

CRD Number: 300280
Filing ID: 2098612
Last Filing Date: 2026-04-24 14:14:55

Form ADV Documents

Primary Brochure: FORM ADV PART 2A (2026-04-13)

View Document Text
Uyana Partners LLC 1450 Brickell Avenue, Suite 2130 Miami, FL 33133 Phone 786-238-4314 compliance@uyanapartners.com This Brochure provides information about the qualifications and business practices of Uyana Partners LLC. If you have any questions about the contents of this Brochure, please contact us at 786-238-4314 and/or by email at compliance@uyanapartners.com. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission (“SEC”) or by any state securities authority. Registration of an Investment Firm does not imply any level of skill or training. The oral and written communications of a Firm provide you with information about which you determine to hire or retain a Firm. Additional information about Uyana Partners LLC also is available on the SEC’s website at www.adviserinfo.sec.gov. ⮚ Item 1 – Cover Page Date of Supplement: April 2026 1 ⮚ Item 2 – Material Changes In this section, we are required to describe material changes that occurred since the prior Brochure. The following material change has been made since the issuance of the previous Brochure dated February 2026: • Various sections of the Brochure have been updated to reflect a new contact as the Uyana Partners LLC has appointed a new Chief Compliance Officer (“CCO”). Specifically, effective April 1, 2026, Samantha Santiago serves as the Adviser’s CCO You will receive a summary of any materials changes to this and subsequent Brochures within 120 days of the close of our business’ fiscal year, which is December 31 of each year. We will further provide you with a new Brochure as necessary based on material changes or new information, at any time, without charge. Currently, our Brochure may be requested by contacting us at 786-238- 4314 and/or by email at scompliance@uyanapartners.com. Additional information about Uyana Partners LLC is also available via the SEC’s web site at www.adviserinfo.sec.gov. The SEC’s web site also provides information about any persons affiliated with Uyana Partners LLC who are registered, or are required to be registered, as Investment Firm Representatives (“IARs”) of Uyana Partners LLC. 2 ⮚ Item 3 - Table of Contents ⮚ Item 1 – Cover Page .......................................................................................................................... 1 ⮚ Item 2 – Material Changes ............................................................................................................ 2 ⮚ Item 3 - Table of Contents ............................................................................................................ 3 ⮚ Item 4 – Advisory Business .......................................................................................................... 4 ⮚ Item 5 – Fees and Compensation ............................................................................................. 6 ⮚ Item 6 - Performance-Based Fees and side-by-side management .................... 8 ⮚ Item 7 - Types of Clients ................................................................................................................ 8 ⮚ Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss .......... 8 ⮚ Item 9 - Disciplinary Information ............................................................................................ 10 ⮚ Item 10 - Other Financial Industry Activities and Affiliations ............................... 11 ⮚ Item 11 - Code of Ethics ................................................................................................................ 11 ⮚ Item 12 - Brokerage Practices .................................................................................................. 12 ⮚ Item 13 - Review of Accounts ............................................................................................. 1213 ⮚ Item 14 - Client Referrals and Other Compensation .................................................. 13 ⮚ Item 15 - Custody .............................................................................................................................. 13 ⮚ Item 16 - Investment Discretion .............................................................................................. 14 ⮚ Item 17 - Voting Client Securities ........................................................................................... 14 ⮚ Item 18 - Financial Information ................................................................................................ 14 3 ⮚ Item 4 – Advisory Business General Uyana Partners LLC is a Limited Liability Company organized in the state of Delaware. This Firm has been in business since 2018, and is primarily owned by Felipe Chediak Bueno. Uyana Partners LLC (hereinafter “Uyana Partners”, the “Adviser” or the “Firm”) offers the following services to advisory clients: Investment Supervisory Services Uyana Partners offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Uyana Partners creates an Investment Profile and Risk Profile for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following: • Personal investment policy • Asset selection • Regular portfolio monitoring ⮚ Investment strategy ⮚ Asset allocation ⮚ Risk tolerance Uyana Partners evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. Uyana Partners will generally select third-party portfolio managers to manage client assets; however, Uyana Partners will also directly manage assets on behalf of its clients. Financial Planning Financial plans and financial planning may include, but are not limited to: investment planning, life insurance; tax concerns; retirement planning; college planning; and debt/credit planning. These services are included in Uyana Partners’ advisory services. limits Services Limited to Specific Types of Investments investment advice and/or money its Uyana Partners generally management to investments in the Assets in ordinary banking investment instruments, according to the definition and context of the Guidelines. Investments may include securities such as bonds, promissory notes, shares 4 participation certificates and warrants as well as standardized and non- standardized options, futures, forward transactions, term deposits, fiduciary deposits, regulated or unregulated collective investment instruments (including funds), precious metals or rights to precious metals, or other types of investment instruments that are included in the Guidelines as ordinary banking investment instruments. Uyana Partners may also invest in hedge funds and investments of similar structure to diversify its client’s portfolios. Tailored Relationships Uyana Partners develops customized strategies based on the stated investment objectives, risk tolerances, and financial circumstances of each client. While Uyana Partners often selects or recommends a variety of securities for its clients, each client may choose to impose reasonable restrictions on the management of their accounts, including requesting the restriction of particular securities or types of investments. For instance, sometimes restrictions are imposed by the governing documents of a client (i.e. Corporate documents). Uyana Partners’ associated persons work with their clients to identify their investment goals and objectives, as well as risk tolerance, in order to create a portfolio allocation strategy designed to complement the client’s financial situation and personal circumstances. The goals and objectives for each client are documented by the Firm in agreement with the client in an Investment Policy Statement. Step-Up by Uyana Partners Step-Up is a semi-automatic portfolio management service by Uyana Partners that guides clients through the entire investment management process and financial planning leveraged by technology. Step-Up offers ongoing portfolio management based on the individual goals, objectives, time horizon, and risk tolerance of each client. As part of the Step-Up program, clients complete an online personal Investment Profile and Risk Profile assessment, which outlines the client’s current situation (income, tax levels, financial goals, and risk tolerance levels). Based on the client’s answers, the appropriate model portfolio is selected. Step-Up creates diversified model portfolios consisting of exchange traded funds (“ETFs”), mutual funds, stocks, REITS, or investment products tailored to the clients’ specific needs. Information about the client’s portfolio, objectives, risk profile, and financial plans are available through the online platform at all times. Step-Up will periodically rebalance model portfolios. Clients can only impose restrictions on two securities included on their model portfolios but may not request any inclusion of securities. Uyana Partners will generally move Step- Up clients to the next level of service when they pass the $1,000,000 threshold. 5 Consolidation of Financial Assets Uyana Partners offers comprehensive Consolidation of Financial Assets, ensuring the preparation of quality consolidated financial statements. This service includes the meticulous integration of various financial accounts and assets into a unified reporting structure, facilitating clear financial analysis. The process encompasses the provision of data management solutions and the management of software. This ensures that all financial data is systematically organized and readily accessible. Document Management of Legal Structures Uyana Partners delivers Document Management services for legal structures, aimed at maintaining high standards of legal compliance and organizational efficiency. This service involves the systematic collection, storage and management of all legal documentation pertaining to the client’s entities and structures. Through advanced data management systems, the Firm ensures that all documents are securely stored, easily retrievable, and regularly updated to reflect any changes in legal requirements or corporate governance. This service ensures that client’s legal documentation is meticulously organized and readily available for regulatory reviews and internal audits. Additional General Information Other professionals (e.g., lawyers, accountants, insurance agents, etc.) may be recommended to clients or engaged directly by the client on an as-needed basis. Conflicts of interest related to recommendations of other professionals will be disclosed to the client in the event they should occur. Uyana Partners’ Agreements may not be assigned without client consent. As of December 31, 2025, Uyana Partners has $115,043,670 in assets under management (“AUM”) of which $87,165,457 are on a discretionary basis. ⮚ Item 5 – Fees and Compensation Basic fee schedule: Discretionary Accounts ● $1,000,000 to $3,000,000 – 1.10% ● $3,000,001 to $6,000,000 – 1.00% ● $6,000,001 to $9,000,000 – 0.90% ● $9,000,001 to $12,000,000 – 0.80% ● Above $12,000,001 – Negotiable 6 Non-discretionary Accounts For non-discretionary accounts, Uyana Partners will discuss a fee arrangement with each account individually. Step-Up fee schedule: ● $50,000 to $999,999 – 1.00% Clients that engage Uyana Partners to provide the Consolidated Reporting and/or Document Management services will be charged a flat fee which will be dependent on an assessment of the complexity of the client’s assets and/or structure. The minimum fee charged for these services is $50,000. These fees are negotiable depending upon the needs of the client and complexity of the situation and the final fee schedule is attached to the Asset Management Agreement. Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice. Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated. The fee refunded will be the balance of the fees collected in advance minus the daily rate times the number of days in the quarter up to and including the day of termination. (The daily rate is calculated by dividing the quarterly AUM fee by the number of days in the termination quarter). Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract. Advisory fees are withdrawn directly from the client’s accounts with client written authorization. Additional Fee Information Clients may authorize the Firm to directly debit management fees from client accounts on a quarterly basis. In such instances, management fees are prorated for each capital contribution and withdrawal made during the applicable calendar quarter. Accounts initiated or terminated during a calendar quarter will be charged a prorated fee. In all instances, clients will receive an invoice for fees, in which they may choose to pay Uyana Partners directly for its billed fees for the relevant period. The Firm’s fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which shall be incurred directly by the client. Clients may incur certain charges imposed by custodians, brokers, and other third parties such as fees charged by fund managers, custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic funds fees, and other fees and taxes on brokerage account and securities transactions. Mutual funds and exchange traded funds also charge internal 7 management fees, which are disclosed in a fund’s prospectus. It is the Firm’s policy not to accept “kick-backs” or retrocession fees from any third non- affiliated party providing services to the Firm’s clients. Termination of the Agreement Although an Agreement between Uyana Partners and its clients are ongoing agreements and constant adjustments are required, the length of service to the client is at the client’s discretion. The client or the investment manager may terminate an Agreement by written notice to the other party with a (30) thirty – day advance notice or as agreed upon otherwise between the client and the Firm. If an agreement is terminated during a period in which the client has already paid Uyana Partners its advisory fees in advance, then the Firm will reimburse, on a prorated basis, the remaining advisory fees collected for any service not rendered; these fees will be sent to the client’s address of record, unless otherwise directed by the client, within (30) days of termination of the agreement. ⮚ Item 6 - Performance-Based Fees and side-by-side management Uyana Partners does not accept performance-based fees or other fees based on a share of capital gains or on capital appreciation of the assets of a client. ⮚ Item 7 - Types of Clients Uyana Partners provides asset and/or portfolio management services to individuals, high net worth individuals, ultra-high net worth individuals and Corporations. The Firm ordinarily requires each account to have a minimum of $1,000,000 for its standard services and $50,000 for its Step-Up service, although smaller amounts may be accepted and maintained at the discretion of the Firm. Uyana Partners may also group certain related client accounts to achieve minimum account size requirements. ⮚ Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss Methods and Investment Strategies Uyana Partners’ Security analysis methods include both fundamental and technical analysis. Furthermore, the main sources of information include Bloomberg, financial newspapers and magazines, inspections of corporate 8 activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases. Fundamental Analysis Fundamental analysis of a business involves analyzing its income statement, financial statements and health, its management and competitive advantages, and its competitors and markets. Fundamental analysis school of thought maintains that markets may mis-price a security in the short run but that the "correct" price will eventually be reached. Profits can be made by trading the mis- priced security and then waiting for the market to recognize its "mistake" and re- price the security. However, fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock. Therefore, unforeseen market conditions and/or company developments may result in significant price fluctuations that can lead to investor losses. Technical analysis We analyze past market movements and apply that analysis to the present in an attempt to recognize recurring patterns of investor behavior and to potentially predict future price movement. These analyses may include the following: ● Cyclical analysis: In this type of technical analysis, we measure the movements of a particular stock against the overall market in an attempt to predict the price movement of the security. ● Charting: In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict when how long the trend may last and when that trend might reverse. Some technical analysis does not consider the underlying financial condition of a company. This presents a risk in that a poorly-managed or financially unsound company may underperform regardless of market movement. The investment strategy for a specific client is based upon the objectives stated by the client in the Investment Policy Statement. Strategies may include long- term purchases, short-term purchases, trading, short sales, margin transactions, and other strategies. In some cases, the Adviser might advise on private investments made by clients. Risks of Loss All investment programs have certain risks that are borne by the investor. Our investment approach constantly keeps the risk of loss in mind. Investors face the following investment risks, amongst others: 9 in ● Interest-rate Risk: Fluctuations interest rates may cause investment prices to fluctuate. For example, when interest rates rise, yields on existing bonds become less attractive, causing their market values to decline. ● ● Market Risk: The price of a security, bond, or mutual fund may drop in reaction to tangible and intangible events and conditions. This type of risk is caused by external factors independent of a security’s particular underlying circumstances. For example, political, economic and social conditions may trigger market events. Inflation Risk: When any type of inflation is present, a dollar today will not buy as much as a dollar next year, because purchasing power is eroding at the rate of inflation. ● Currency Risk: Overseas investments are subject to fluctuations in the value of the dollar against the currency of the investment’s originating country. This is also referred to as exchange rate risk. ● Reinvestment Risk: This is the risk that future proceeds from investments may have to be reinvested at a potentially lower rate of return (i.e. interest rate). This primarily relates to fixed income securities. ● Business Risk: These risks are associated with a particular industry or a particular company within an industry. For example, oil-drilling companies depend on finding oil and then refining it, a lengthy process, before they can generate a profit. They carry a higher risk of profitability than an electric company, which generates its income from a steady stream of customers who buy electricity no matter what the economic environment is like. ● Liquidity Risk: Liquidity is the ability to readily convert an investment into cash. Generally, assets are more liquid if many traders are interested in a standardized product. For example, Treasury Bills are highly liquid, while real estate properties are not. ● Financial/Credit Risk: Excessive borrowing to finance a business’ operations increases the risk of profitability, because the company must meet the terms of its obligations in good times and bad. During periods of financial stress, the inability to meet loan obligations may result in bankruptcy and/or a declining market value of securities. ⮚ Item 9 - Disciplinary Information Investment Firms are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of a Firm or the integrity of Firm’s management. Uyana Partners has no information applicable to 10 this Item. Please visit www.advisorinfo@sec.gov at any time to view Uyana Partners’ registration information and any applicable disciplinary action. ⮚ Item 10 - Other Financial Industry Activities and Affiliations The Adviser’s owner, Felipe Chediak Bueno, is also a Managing Member of Buentrip Ventures Capital Management, LLC (“Buentrip Ventures”), an Exempt Reporting Adviser with a mailing address in Los Angeles, California. Other than common ownership/control, the Adviser does not have any arrangements with this affiliate nor do they advise the same clients. Specifically, the Adviser advises separately managed accounts while Buentrip Ventures advises private funds. At this time, there will not be any direct or indirect compensation for the referral of clients. In the event that this changes, this Brochure will be updated to reflect that. ⮚ Item 11 - Code of Ethics SEC regulations impose a fiduciary duty on Investment Firms. As a fiduciary, Uyana Partners has a duty of utmost good faith to act solely in the best interest of each of our clients. Our clients entrust us with their funds, which in turn places a high standard on our conduct and integrity. Our fiduciary duty compels all employees to act with the utmost integrity in all their dealings. This fiduciary duty is the core principle underlying our “Code of Ethics” and represents the expected basis of all our dealings with our clients. The Code includes policies and procedures developed to protect client’s interests in relation to the following topics: • The duty at all times to place the interests of clients first; • The requirement that all personal securities transactions be conducted in such a manner as to be consistent with the code of ethics and to avoid any actual or potential conflict of interest or any abuse of an employee’s position of trust and responsibility; • The principle that investment Firm personnel should not take inappropriate advantage of their positions; • The fiduciary principle that information concerning the identity of security holdings and financial circumstances of clients is confidential; and • The principle that independence in the investment decision-making process is paramount. 11 Uyana Partners and its employees may buy or sell securities that are also held by clients; however, the Firm and its employees may not trade their own securities ahead of client trades. Employees must comply with the provisions of the Adviser’s Compliance Policies and Procedures, as well as Code of Ethics. The Adviser’s Chief Compliance Officer, Samantha Santiago, will review all employee trades each quarter or more frequently as conducted. The personal trading reviews ensure that the personal trading of employees does not affect the markets, and that clients of the Adviser receive preferential treatment. The Adviser will provide a copy of the Code to any client or prospective client upon request at the contact information contained on the Cover Page of this Brochure. ⮚ Item 12 - Brokerage Practices As part of Uyana Partners’ relationship with its clients, its Asset Management Agreement provides that client may restrict the discretion and direct brokerage to any broker. The Firm is authorized in its Asset Management Agreement to select other securities brokers, unless the client directs otherwise in the Agreement. As a result, Uyana Partners typically refers all business to a registered broker-dealer and disclosed to clients that they may find similar or superior services elsewhere at an equal or lower cost. Typically, Uyana Partners considers which broker-dealer will be able to effect the transaction efficiently. Additionally, the research and services provided by the broker-dealer with respect to the particular type of investment may be a factor in the selection process. The commissions payable to such broker-dealers may in certain cases be higher than those attainable from other broker-dealers who do not provide such research and services. Ordinarily, such research will be used to service all of the Firm's accounts. Under the Firm’s standard Asset Management Agreement, the client can revoke the Firm's authority to select the broker-dealer for the accounts. It is Firm’s policy not to enter into soft dollar arrangements and the Firm has no formal soft dollar arrangements. The Firm does not consider, in selecting or recommending broker-dealers, whether Firm or a related person receives Client referrals from such broker-dealer. ⮚ Item 13 - Review of Accounts 12 Account reviews are performed periodically, no less than quarterly by each IAR and by the Chief Compliance Officer. Account reviews are performed more frequently when market conditions dictate and as requested by Uyana Partners’ clients. Other conditions that may trigger a review are changes in the tax laws, new investment information, and changes in a client's own situation. Account reviewers assist the Firm’s Compliance Department, with the assistance of IARs of the Firm. They are instructed to consider the client's current security positions and the likelihood that the performance of each security will contribute to the investment objectives of the client. Clients receive periodic communications on at least an annual basis and where applicable, will receive an account statement or performance report no less than quarterly, and often monthly as activity dictates. In addition to periodic reviews, the Firm also performs reviews of its clients’ accounts as appropriate based on changes in market conditions, security positions or changes in a clients’ investment objective or policies. For Step-Up services, model portfolios are reviewed each quarter for potential rebalancing and/or change in allocation. ⮚ Item 14 - Client Referrals and Other Compensation Uyana Partners may receive referrals from current clients, attorneys, accountants, employees, personal friends of employees and other similar sources. At this time, Uyana Partners is not directly or indirectly providing compensation for the receipt of client referrals. Furthermore, Uyana Partners does not currently accept referral fees or any form of remuneration from other professionals when a prospect or client is referred to them. ⮚ Item 15 - Custody Aside from debiting fees from its clients’ accounts to pay for services rendered, Uyana Partners does not maintain custody of its clients’ funds. All assets are typically held at a qualified custodian, which means the custodians provide account statements directly to clients at their address of record at least quarterly. Uyana Partners urges you to carefully review such statements and compare such official custodial records to the reports Uyana Partners may provide to you. Uyana Partners’ reports may vary from custodial statements 13 based on accounting procedures, reporting dates, or validation methodologies of certain securities. Therefore, aside from debiting fees from its clients' accounts to pay for services rendered, Uyana Partners does not maintain custody of its clients’ funds. While Uyana Partners offers various custodians for its client’s assets, Uyana Partners’ clients choose their own qualified custodian to hold their funds. For Step Up accounts, Uyana Partners has agreements with Charles Schwab and Interactive Brokers to provide custody services. ⮚ Item 16 - Investment Discretion The Firm receives discretionary authority from the client at the outset of an advisory relationship to select the identity and amount of securities to be bought or sold. In all cases, however, such discretion is to be exercised in a manner consistent with the stated investment objectives for the particular client account. Before the Firm can buy or sell securities on its clients behalf, the client must first sign the discretionary Investment Advisory Agreement, a power of attorney, and/or trading authorization forms. When selecting securities or investment manager and determining amounts, the Firm observes the investment policies, limitations and restrictions of the clients for which it advises. Investment guidelines and restrictions are provided to the Firm in writing. ⮚ Item 17 - Voting Client Securities Clients will continue to receive their proxies or other solicitations directly from their custodians or transfer agent and not from the Adviser. As a matter of Firm policy and practice, Uyana Partners does not have any authority to and does not vote proxies on behalf of advisory clients. Clients may consult with the Adviser; however, the client is responsible for all such voting and elections with regard to matters of the securities held in the account. ⮚ Item 18 - Financial Information The Firm has no financial commitment that impairs its ability to meet contractual and fiduciary commitments to clients. Also, the Firm has not been the subject of a bankruptcy proceeding. 14