| 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 |
- High net worth individuals
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds