Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 05/27/1981
ADV Location CDMX, Mexico
Contact Info 525 xxxxxxx
AUM* 333,532,759 -4%
of that, discretionary 333,532,759 -4%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 333,532,759 -4%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

348M 298M 248M 199M 149M 99M 50M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees