Adviser Profile

As of Date 06/02/2026
Registration SEC, Approved, 03/26/2026
ADV Location MEXICO CITY, Mexico
Contact Info 555 xxxxxxx
Websites
AUM* 553,392,757
of that, discretionary 553,389,961
Number of Employees 6
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,074,549
% High Net Worth 21.41%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

553M 474M 395M 316M 237M 158M 79M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees