Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 09/03/2015
Contact Info +52 xxxxxxx
Websites
AUM* 9,673,425 82%
of that, discretionary 9,673,425 82%
Number of Employees 3 -40%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 2,418,356 264%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- 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
- Performance-based fees

Reported AUM

155M 133M 111M 89M 67M 44M 22M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary