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Adviser Profile

As of Date 06/24/2026
Registration SEC, Approved, 08/21/2020
ADV Location MADRID, Spain
Contact Info +34 xxxxxxx
Websites
AUM* 1,368,308,364 24%
of that, discretionary 0
Number of Employees 10 -9%
of those in investment advisory functions 6 20%
Private Fund GAV* 0
Avg Account Size 10,445,102 -53%
% High Net Worth 96.55% 52%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 977M 782M 586M 391M 195M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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