AZTLAN EQUITY MANAGEMENT, LLC
Firm details
- Headquarters
- MCLEAN, Virginia
- CRD number
- 286360
- Registered since
- July 2, 2021
- Website
- www.aztlanem.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies47.94%
- Other39.24%
- HNWI12.64%
- Individuals0.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Aztlan Equity Management, LLC is a small, SEC-registered investment manager that operates with a hedge-fund orientation while serving both high-net-worth individuals/families and institutional clients. The firm charges both a percentage of assets under management and performance-based fees, which aligns its economics with an emphasis on generating excess return. Its advisory scope includes discretionary portfolio management for individuals and small businesses as well as management of pooled investment vehicles; filings also identify the firm as sponsor, general partner, and managing member of pooled vehicles. Strategically, Aztlan shows a clear equity preference: discretionary and separately managed account activity centers on exchange-traded equities. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser despite operating offices in more than one state. Its structure is a limited liability company owned by an individual and it began SEC registration in 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1Alejandro H. Garza Salaza
Founder & Portfolio ManagerCRD 6740105
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MCLEAN, VA
FAIRFAX
Location
MCLEAN, VA
Headquartered in MCLEAN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 1751 Pinnacle Dr
- Time zone
- ET (UTC-5)
- Office locations
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