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Adviser Profile

As of Date 04/01/2024
Adviser Type - Large advisory firm
Number of Employees 15 114.29%
of those in investment advisory functions 1 -85.71%
Registration SEC, Approved, 07/02/2021
Other registrations (2)
Former registrations

AZTLAN EQUITY MANAGEMENT, LLC

AUM* 290,000,000 93.33%
of that, discretionary 290,000,000 93.33%
Private Fund GAV* 17,937,301
Avg Account Size 20,714,286 65.71%
% High Net Worth 44.44% -2.22%
SMA’s No
Private Funds 3
Contact Info 011 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other investment advisers

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
150M 129M 107M 86M 64M 43M 21M
2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$6,010,578
Fund TypeOther Private Fund Count1 GAV$11,926,723

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Brochure Summary