Adviser Profile

As of Date 07/08/2026
Registration SEC, Approved, 03/13/2023
ADV Location CDMX, Mexico
Contact Info +17 xxxxxxx
Websites
AUM* 221,836,533 4%
of that, discretionary 221,836,533 100%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 36,972,756 -31%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

222M 190M 158M 127M 95M 63M 32M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary