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 SEC-registered adviser first registered in 1981 that provides portfolio management services specifically for investment companies. The firm is classified as an "other" organization and is owned by a foreign entity and an individual. Its client focus is institutional, and its compensation model combines a percentage-of-AUM fee with performance-based fees. It does not present itself as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related 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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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