CERRO LOBOS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
335406

Firm profile

FINTRX

Overview

Cerro Lobos Management, LLC is organized as a limited liability company that operates in the commodity and derivatives side of the business. The firm is listed as a commodity pool operator (CPO) or commodity trading advisor (CTA) and also acts as sponsor, general partner or managing member of pooled investment vehicles. Its public filings classify it as unclassified and it does not present itself as a broad capital allocator or an active ESG investor. The firm’s regulatory footprint indicates it is not a multi-state adviser, not a pension consultant, and has no listed related adviser relationships. Cerro Lobos appears structured around managing or advising pooled products and serving in sponsor/GP roles rather than providing traditional retail advisory services to individual accounts. That operating model typically implies trading-focused activity—positioning, risk management and fund-level governance—rather than a cross-section of separately managed accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

3 of 3
  • Alvaro Montealegre

    Chief Technical OfficerCRD 8067643

  • Domingo Ochotorena

    Chief Investment OfficerCRD 8067639

  • John Williams

    Founder and Chief Executive OfficerCRD 8067640

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
401 Grandview Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth