PICHARDO ASSET MANAGEMENT, S.A. DE C.V.

Overview

Pichardo Asset Management, S.A. de C.V. is a boutique advisory firm that provides portfolio management across individual, family and institutional clients. The firm is organized as a corporation and has been SEC-registered since 2003. Its advisory mandate spans separately managed accounts, pooled investment vehicles and investment company structures, reflecting a mix of direct discretionary management and non-discretionary advisory relationships. Fee arrangements include a percentage of assets under management and performance-based fees, indicating some client mandates are structured with incentive alignment tied to returns. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.

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Investments & Alternatives

Location & Offices