Adviser Profile

As of Date 02/18/2026
Registration SEC, Approved, 05/30/2003
ADV Location MEXICO CITY, Mexico
Contact Info 52 xxxxxxx
Websites
AUM* 89,759,598 1%
of that, discretionary 65,411,917 -18%
Number of Employees 8 14%
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 8,975,960 1%
% High Net Worth 70.00% 5%
SMA’s Yes
Private Funds 0

Adviser Type

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

Client Types

- High net worth individuals
- Investment companies

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

109M 93M 78M 62M 47M 31M 16M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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