Navalfa Activos Alternativos

RIASEC RegisteredEst. 2015
Total AUM
$9.4M
Discretionary
$9.4M
100% of AUM
Avg account
$726K
Accounts
13
Employees
4
Advisory reps
2

Firm details

Headquarters
Mexico City,
CRD number
166898
Registered since
November 18, 2015
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles73.64%
  • HNWI26.36%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Navalfa Activos Alternativos is a limited liability company that has been SEC-registered since 2015. The firm serves both individual/family and institutional clients and operates as an advisory manager for separate accounts and pooled investment vehicles. Its ownership is recorded as a mix of a foreign entity and an individual, and it acts in sponsor/GP and managing-member roles for pooled investment vehicles it oversees. The adviser charges both a percentage-of-assets fee and performance-based fees, and it reports being an active ESG investor. Navalfa’s advisory activities emphasize portfolio management for individuals and small businesses as well as for pooled investment vehicles. It is not structured as a capital allocator, is not a pension consultant, and does not report any related advisers.

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: Public Funds/Mutual Funds 80%, Exchange Traded Equities 20%, Derivatives 2%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities20%
  • Derivatives2%

Contacts

2 of 2
  • Joaquin Garibay

    PresidentCRD 7982030

  • Guadalupe Villar Espinosa

    CCOCRD 8220563

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mexico City, null

Location

Mexico City, null

Headquartered in Mexico City, null.

Address
Ave Paseo De Ln Reforma 115
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth