Mundoval Capital Management, Inc.

RIASEC RegisteredEst. 2004

Total AUM

$91.9M

Discretionary

$91.9M

100% of AUM

Avg account

$786K

Accounts

117

Employees

Advisory reps

Firm details

Headquarters: La Jolla, California
CRD number: 132553
Registered since: August 30, 2004
Website: www.mundoval.com
Custodians: CHARLES SCHWAB & CO., INC., THE HUNTINGTON INVESTMENT COMPANY, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI51.56%
Investment Companies30.46%
Individuals9.03%
Charitable Organizations4.87%
Insurance Companies4.08%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Mundoval Capital Management, Inc. is a small, SEC-registered corporate adviser (registered in 2004) owned by an individual. The firm serves both individual/family and institutional clients and provides discretionary portfolio management across several client types: individuals and small businesses, investment companies, other businesses or institutions, and pension consulting services. Its billing mixes a percentage-of-assets model with fixed fees. The adviser does not describe itself as an active ESG investor and is not presented as a multi-state or related adviser.