|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Mundoval Capital Management Inc
✚
|
|
|---|---|
| CRD # | 132553 |
| SEC # | 801-63477 |
| CIK # | |
| AUM | $73.2 M (2025-02-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 858-454-4837 |
| Address | 7855 Ivanhoe Avenue Suite 210 La Jolla, CA 92037 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Mundoval Partners LP | 2012-03-14 | 1.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 6.0 |
| (b) Individuals (high net worth individuals) | 23 | 33.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 25.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 3.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 98 | 73.2 |
| By Discretionary | ||
| Discretionary | 98 | 73.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 98 | 73.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 73.2 | |
| Total | 98 | 73.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sun Valley Gold LLC
✚
|
ID | 0.1 |
|
David Capital Partners LLC
✚
|
IL | 0.1 |
|
Lexion Capital Management LP
✚
|
NY | 0.1 |
|
Athenainvest Advisors LLC
✚
|
CO | 0.1 |
|
Wisdom Capital Asset Management LLC
✚
|
0.1 | |
|
Lingo Investments LLC
✚
|
0.1 | |
|
16Rock Asset Management LLC
✚
|
NY | 0.1 |
|
Schultze Asset Management LP
✚
|
NY | 0.1 |
|
Rocky Mountain Private Wealth Management LLC
✚
|
TX | 0.1 |
|
Golden Eagle Capital Advisors Inc
✚
|
0.1 |