Matienzo Laffourcade Juan Francisco

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Assets, Funds, Holdings

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Matienzo Laffourcade Juan Francisco
CRD #310936
SEC #801-119628
CIK #
AUM $35.8 M (2025-01-09)
Employees 1 (100% Investors, 0% Brokers)
Phone522222462167
Address18 Oriente 205 Despacho 1 Col Centro
Puebla, Mexico
Source [IAPD]
Total AUM ($M)
40322416802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 10 2.4
(b) Individuals (high net worth individuals) 22 33.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 32 35.8
By Discretionary
Discretionary 32 35.8
Non-Discretionary 0 0.0
Total 32 35.8
By Non-United States Persons
Non-United States Persons 35.2
United States Persons 0.6
Total 32 35.8
Comparable Firms State AUM ($B)
O'Brien Capital Management Inc
NY 0.0
Qapital Invest LLC
NY 0.0
Four Points Advisors LLC
NY 0.0
Sabbia Faro Wealth Management LLC
0.0
Pushkin Advisory Group LLC
FL 0.0
Dubeau Capital USA Inc
0.0
Unest Advisers LLC
WY 0.0
AIML Trading Partners LLC
NY 0.0
Majority Asset Management Inc
0.0
Maderer Keith Daniel
0.0
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