9AT: CENTRAL FAMILY ADVISORS, LLC

CENTRAL FAMILY ADVISORS, LLC

CENTRAL FAMILY ADVISORS, LLC

Adviser Profile

As of Date	03/05/2026
Registration	SEC, Approved, 06/10/2016
ADV Location	NEW YORK, NY, United States
Contact Info	917 xxxxxxx
Websites

AUM^*	608,325,779 11%
of that, discretionary	0
Number of Employees	4 33%
of those in investment advisory functions	2 -33%
Private Fund GAV^*	0
Avg Account Size	30,416,289 14%
% High Net Worth	100.00%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

608M 521M 435M 348M 261M 174M 87M

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

CENFAM is an independent Multi‐Family office, owned by Marcelo Mendoza. CENFAM has been in business since July 2016. The Firm’s independence and expertise allow it to achieve its mission of helping clients make more informed financial related decisions. CENFAM typically acts as an intermediary between the financial entities selected by the client, (banks, brokers, custodians) and the client. CENFAM generally does not exercise discretion over client assets. Clients may or may not decide to act on suggestions given by CENFAM. There may be circumstances in which the client continues to manage the communication with the financial entities and seek guidance from CENFAM. The client may also look to CENFAM to identify external advisors such as law firms, accountants, investment banks, custodians, etc. and to advice on non-securities asset classes such as real estate, artwork and collectibles. CENFAM primarily provides advisory services to high net worth and

ultra-high net worth individuals and families domiciled mainly outside of the U.S. Bearing in mind each client’s objectives and constraints, including, for example, capital growth and income requirements, or reasonable investment restrictions on certain securities or types of securities, CENFAM tailors its advisory services to the individual needs of each client. We are held to a fiduciary standard that covers our entire investment advisory relationship with you. For example, we are required to monitor your portfolio, investment strategy and investments on an ongoing basis. We are required to identify and eliminate conflicts of interest or tell you about them in a way you can understand so that you can decide whether or not to agree to them. As of January 31,2023, CENFAM managed client assets of USD$428,641,705 in Non‐Discretionary Regulatory Assets Under Management and $209,567,051in assets under advisement.