Adviser Profile

As of Date 01/13/2026
Registration SEC, Approved, 11/25/2020
ADV Location PUEBLA, Mexico
Contact Info 52 xxxxxxx
AUM* 41,633,589 28%
of that, discretionary 41,633,589 1831%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,343,019 41%
% High Net Worth 67.74% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

42M 36M 30M 24M 18M 12M 6M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees