Armada Capital LLC

RIASEC RegisteredEst. 2020
Total AUM
$89.9M
Discretionary
$7.3M
8% of AUM
Avg account
$45M
Accounts
2
Employees
8
Advisory reps
3

Firm details

Headquarters
Mexico City,
CRD number
307382
Registered since
March 6, 2020
Custodians
GRUPO BURSATIL MEXICANO SA DE CV
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles91.85%
  • Other8.15%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Armada Capital LLC is an institutional registered investment adviser formed as a limited liability company and SEC-registered in 2020. The firm serves institutional clients and provides portfolio management specifically for pooled investment vehicles. Ownership is listed as a combination of a foreign entity and an individual. Compensation is primarily a percentage of assets under management with the possibility of performance-based fees, which aligns with the firm's involvement with pooled vehicles and alternative allocations. Armada does not identify itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Other 1%99%
  • Exchange Traded Equities99%
  • Other1%

Owners & executives

2 of 2
  • Ricardo Alvarez

    Chief Financial OfficerCRD 7902345

  • Martha Rysinski

    Chief Compliance OfficerCRD 7226775

Contacts

1 of 1
  • Alejandro Rojas Domene

    Portfolio ManagerCRD 6448170

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mexico City, null

Location

Mexico City, null

Headquartered in Mexico City, null.

Address
Bosque De Alisos No 45b 2nd Floor
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth