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PH

Philip G. Hackleman

TIEMPO CAPITAL PARTNERS
MIAMI, FL 33133
Some features on this profile are disabled
CRD#: 7052790
PH

Professional summary


Philip George Hackleman, who also goes by Phil Hackleman, Philip Hackleman, is a registered financial advisor currently at TIEMPO CAPITAL PARTNERS located in Miami, Florida.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Philip has worked at 3 firms and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Phil Hackleman | Philip Hackleman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) BEYOND MED; NON-INVESTMENT RELATED; 4500 BISCAYNE BLVD, MIAMI, FL 33137; MEDICAL PLANS; CONSULTANT; 11/2023; APPROX. 10 HOURS PER MONTH DURING NON-TRADING HOURS; CONSULTANT PROVIDING GENERAL BUSINESS ADVISORY.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Philip George Hackleman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 12, 2024 - Present

TIEMPO CAPITAL PARTNERS

Office #1: 2665 S Bayshore Drive Suite 440, Miami, FL 33133
RIA
CRD#: 329367
MIAMI, FL
Past

November 5, 2021 - December 15, 2023

LION CAPITAL ADVISORS LLC

RIA
CRD#: 305440
MIAMI, FL
Past

February 27, 2019 - August 31, 2021

OCTOGONE NA

RIA
CRD#: 285157
MIAMI, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TIEMPO CAPITAL PARTNERS
TIEMPO CAPITAL PARTNERS | TIEMPO CAPITAL PARTNERS, LLC

CRD#: 329367 / SEC#: 801-129298

RIA
Registered Investment Advisory firm - (1/4/2024 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/12/2024)
IAR
Puerto Rico
(6/4/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/13/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 12/14/2022
National Commodity Futures Examination

Current Firm


TC
TIEMPO CAPITAL PARTNERS
TIEMPO CAPITAL PARTNERS | TIEMPO CAPITAL PARTNERS, LLC

CRD#: 329367 / SEC#: 801-129298

RIA
Registered Investment Advisory firm - (1/4/2024 Approved)
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Contact information


Main Address
2665 S Bayshore Drive Suite 440, Miami, FL 33133
Mailing Address
Phone number
(786) 885-2120
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TIEMPO CAPITAL PARTNERS BROCHURE (9/24/2025)

Regulatory assets under management


Total Number of Accounts27
AUM (Assets Under Management)$ 507,955,588

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
05/28/2025
Cover Page

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TIEMPO CAPITAL PARTNERS

CRD#: 329367Miami, FL 33133

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