Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/16/2024 |
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| Former registrations | |
| ADV Location | MEXICO CITY, Mexico |
| Contact Info | (33 xxxxxxx |
| Websites |
| AUM* | 283,243,767 460% |
| of that, discretionary | 283,243,767 596% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 3,454,192 125% |
| % High Net Worth | 59.42% 40% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
- Large advisory firm
- Outside the United States
- Outside the United States
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
283M
243M
202M
162M
121M
81M
40M
2024
2025
2026