Navalfa Activos Alternativos
Firm details
- Headquarters
- Mexico City,
- CRD number
- 166898
- Registered since
- November 18, 2015
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles73.64%
- HNWI26.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Navalfa Activos Alternativos is a limited liability company that has been SEC-registered since 2015. The firm serves both individual/family and institutional clients and operates as an advisory manager for separate accounts and pooled investment vehicles. Its ownership is recorded as a mix of a foreign entity and an individual, and it acts in sponsor/GP and managing-member roles for pooled investment vehicles it oversees. The adviser charges both a percentage-of-assets fee and performance-based fees, and it reports being an active ESG investor. Navalfa’s advisory activities emphasize portfolio management for individuals and small businesses as well as for pooled investment vehicles. It is not structured as a capital allocator, is not a pension consultant, and does not report any related advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities20%
- Derivatives2%
Contacts
2 of 2Joaquin Garibay
PresidentCRD 7982030
Guadalupe Villar Espinosa
CCOCRD 8220563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mexico City, null
Location
Mexico City, null
Headquartered in Mexico City, null.
- Address
- Ave Paseo De Ln Reforma 115
- Office locations
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