other names
AZTLAN Equity Management, LLC is an independent investment adviser specializing in global small and mid cap equity strategies. AZTLAN was founded in 2016 and is an exempt reporting adviser registered in the state of Virginia; we have presence in Monterrey, Mexico and Hong Kong. Our firm manages individual funds as well as separately managed accounts across three discrete strategies: Emerging and Frontier (EMF), Developed Markets Ex USA (DMXUS) and Developed Markets (DM) Investment Philosophy We are passionate about investing in free cash flow generating businesses. We select stocks by determining relative attractiveness based on fundamental analysis seeking high and sustainable: free cash flow generation, competitive advantages, earnings growth, capital returns, balance sheet quality, corporate governance standards. We strictly adhere to classic valuation principles: Buy-sell actions determined by assessing intrinsic value and margin of safety. Investment Process We follow a disciplined investment process: 1) Proprietary quantitative screens and models to identify stocks that exhibit our targeted investment characteristics, 2) Intensive fundamental research, analysis and valuation on a narrow cross section of stocks. 3) Pick stocks to build concentrated portfolios with a business co-ownership approach and a long-term investment horizon. 4) Re-balancing and long-term constructive engagement with portfolio companies.

Adviser Profile

As of Date 04/01/2024
Adviser Type - Large advisory firm
Number of Employees 15 114.29%
of those in investment advisory functions 1 -85.71%
Registration SEC, Approved, 07/02/2021
Other registrations (2)
Former registrations

AZTLAN EQUITY MANAGEMENT, LLC

AUM* 290,000,000 93.33%
of that, discretionary 290,000,000 93.33%
Private Fund GAV* 17,937,301
Avg Account Size 20,714,286 65.71%
% High Net Worth 44.44% -2.22%
SMA’s No
Private Funds 3
Contact Info 011 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
150M 129M 107M 86M 64M 43M 21M
2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$6,010,578
Fund TypeOther Private Fund Count1 GAV$11,926,723

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser FCCI CONSULTING, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM170.8m #Funds-
Adviser WHETSTONE CAPITAL ADVISORS Hedge Fund294.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.0m Total Private Fund GAV296.8m AUM296.8m #Funds3
Adviser WATERWHEEL CAPITAL MANAGEMENT Hedge Fund55.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund36.0m Total Private Fund GAV91.9m AUM194.7m #Funds7
Adviser FIDELITY DIVERSIFYING SOLUTIONS LLC Hedge Fund503.4m Liquidity Fund- Private Equity Fund918.6m Real Estate Fund25.0m Securitized Asset Fund- Venture Capital Fund- Other Fund114.3m Total Private Fund GAV1.6b AUM2.6b #Funds16
Adviser ALTA FOX CAPITAL MANAGEMENT, LLC Hedge Fund425.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund12.0m Total Private Fund GAV437.9m AUM437.9m #Funds2
Adviser VALKYRIE FUNDS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM343.2m #Funds-
Adviser ATOPAC PARTNERS, LP Hedge Fund212.7m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund14.8m Total Private Fund GAV227.5m AUM- #Funds3
Adviser BFI CONSULTING AG Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM- #Funds-
Adviser GALENA ASSET MANAGEMENT (ASIA) PTE. LTD Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund81.0m Total Private Fund GAV81.0m AUM- #Funds1
Adviser WEST MOUNTAIN, LLC Hedge Fund52.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.7m Total Private Fund GAV54.6m AUM- #Funds3

Brochure Summary