ARMADA CAPITAL LLC

RIASEC RegisteredEst. 2020
Total AUM
$89.9M
Discretionary
$7.3M
8% of AUM
Avg account
$45M
Accounts
2
Employees
8
Advisory reps
3

Firm details

Headquarters
MEXICO CITY,
CRD number
307382
Registered since
March 6, 2020
Custodians
GRUPO BURSATIL MEXICANO SA DE CV
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles91.85%
  • Other8.15%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Armada Capital LLC is an SEC‑registered limited liability company (registered in 2020) that operates as an institutional adviser focused on portfolio management for pooled investment vehicles. The firm’s structure and fee schedule — a mix of percentage‑of‑AUM and performance‑based fees — aligns with active, manager‑driven strategies rather than passive advisory relationships. Armada’s filings show a clear preference for equity exposures at the SMA level, while it also routes capital into commodity and energy strategies via third‑party managers. A large share of the firm’s assets are reported as non‑discretionary, which is consistent with an adviser that manages pooled vehicles or specialized mandates where investor controls or fund terms limit discretionary trading. Armada is not identified as an ESG‑focused investor and does not list multi‑state advisory registration beyond its primary filing.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Other 1%99%
  • Exchange Traded Equities99%
  • Other1%

Owners & executives

2 of 2
  • Ricardo Alvarez

    Chief Financial OfficerCRD 7902345

  • MARTHA RYSINSKI

    Chief Compliance OfficerCRD 7226775

Contacts

1 of 1
  • ALEJANDRO ROJAS DOMENE

    Portfolio ManagerCRD 6448170

Wealth teams

FINTRX

Newly hired reps

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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
Bosque De Alisos No 45b 2nd Floor
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth