| Total AUM | $333.5M |
| Discretionary | $333.5M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $333.5M |
| Employees | 5 |
| Peak AUM | $956.8MJan 2001 |
| AUM CAGR | -4.1% /yrover 25 yrs · 34 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $334M | +35.2% | +7.7% | +6.9% | |
| Discretionary AUM | |||||
| Total AUM | $333.5M |
| Discretionary | $333.5M |
| Employees | 5 |
| Client Accounts | 1 |
| Client Range | 0 |
Address
ARISTOTELES NO 77, 3 ER PISO
CDMX 11560
Mexico
Phone
5255-91383350
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$334M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$334M
| $334M |
| +35.2% |
| +7.7% |
| +6.9% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $334M | +35.2% | +7.7% | +6.9% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $67M | +35.2% | +7.7% | +6.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $334M | +35.2% | +7.7% | +6.9% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |