|
⚲
|
| Matienzo Laffourcade Juan Francisco
✚
| |
|---|---|
| CRD # | 310936 |
| SEC # | 801-119628 |
| CIK # | |
| AUM | $32.4 MM (2024-01-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 522222462167 |
| Address | 18 Oriente 205 Despacho 1 Col Centro Puebla, Mexico |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 2.2 |
| (b) Individuals (high net worth individuals) | 23 | 30.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 32.4 |
| By Discretionary | ||
| Discretionary | 11 | 2.2 |
| Non-Discretionary | 23 | 30.3 |
| Total | 34 | 32.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 31.4 | |
| United States Persons | 1.0 | |
| Total | 34 | 32.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Growth & Shelter Inc
✚
|
NY | 0.0 |
|
Digit Advisors LLC
✚
|
CA | 0.0 |
|
O'Brien Capital Management Inc
✚
|
NY | 0.0 |
|
Trio Advisors Inc
✚
|
NY | 0.0 |
|
Secure Investment Management LLC
✚
|
AZ | 0.0 |
|
Majority Asset Management Inc
✚
|
NY | 0.0 |
|
The Windmill Group Inc
✚
|
NY | 0.0 |
|
Maderer Keith Daniel
✚
|
NY | 0.0 |
|
MPMG & Partners USA LLC
✚
|
NY | 0.0 |
|
Fiorile & Associates LLC
✚
|
NY | 0.0 |