Impulsora del Fondo Mexico, Sc

RIASEC RegisteredEst. 1981
Total AUM
$334M
Discretionary
$334M
100% of AUM
Avg account
$334M
Accounts
1
Employees
5
Advisory reps
7

Firm details

Headquarters
Cdmx,
CRD number
105298
Registered since
May 27, 1981
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Impulsora del Fondo Mexico, Sc is an institutional registered investment adviser that provides portfolio management services for investment companies. The firm is classified as a foreign entity / individual owner type and has been SEC-registered since 1981. It serves institutional clients and charges both a percentage-of-AUM fee and performance-based fees. Impulsora del Fondo Mexico, Sc does not describe itself as an active ESG investor, and it is not registered as a multi-state or newly formed adviser.

Assets & Accounts

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

1 of 1
  • Jorge Alamillo

    Chief Compliance OfficerCRD 6506516

Contacts

3 of 6
  • Victor Delgado Cervantes

    TrusteeCRD 6645295

  • Maria Castro Gonzalez

    TrusteeCRD 6645315

  • Tofi Dayan Dichi

    Research DirectorCRD 6645326

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Cdmx, null

Nassau

Location

Cdmx, null

Headquartered in Cdmx, null, anchoring the New York-Newark, NY-NJ-CT-PA metro.

Metro area
New York-Newark, NY-NJ-CT-PA
County
Nassau
Address
Aristoteles No 77 3 Er Piso
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth