AZTLAN EQUITY MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$851M
Discretionary
$517M
61% of AUM
Avg account
$56.7M
Accounts
15
Employees
10
Advisory reps
1

Firm details

Headquarters
MCLEAN, Virginia
CRD number
286360
Registered since
July 2, 2021
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies47.94%
  • Other39.24%
  • HNWI12.64%
  • Individuals0.17%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aztlan Equity Management, LLC is a small, SEC-registered investment manager that operates with a hedge-fund orientation while serving both high-net-worth individuals/families and institutional clients. The firm charges both a percentage of assets under management and performance-based fees, which aligns its economics with an emphasis on generating excess return. Its advisory scope includes discretionary portfolio management for individuals and small businesses as well as management of pooled investment vehicles; filings also identify the firm as sponsor, general partner, and managing member of pooled vehicles. Strategically, Aztlan shows a clear equity preference: discretionary and separately managed account activity centers on exchange-traded equities. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser despite operating offices in more than one state. Its structure is a limited liability company owned by an individual and it began SEC registration in 2021.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Alejandro H. Garza Salaza

    Founder & Portfolio ManagerCRD 6740105

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

MCLEAN, VA

FAIRFAX

Location

MCLEAN, VA

Headquartered in MCLEAN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
1751 Pinnacle Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth