Impulsora Del Fondo Mexico, Sc is a large advisory firm based in Cdmx. It manages $231.79 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.
Impulsora Del Fondo Mexico, Sc provides portfolio management for investment companies and raum mexican investment fund. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Impulsora Del Fondo Mexico, Sc is $231.79 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% since the beginning of its operation, and $1.52 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Impulsora Del Fondo Mexico, Sc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Impulsora Del Fondo Mexico, Sc is investment companies with 1 clients and $230.27 million of assets under management. Among the 9 most similar advisory firms, Impulsora Del Fondo Mexico, Sc has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $230.27 million for 1 clients. 50% of the firm’s clients are foreign persons or businesses.
Impulsora Del Fondo Mexico, Sc doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Impulsora Del Fondo Mexico, Sc performs its advisory services is located at Aristoteles No 77, 3 Er Piso, Cdmx, 11560, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 5255-91383350 or by fax 5255-52821179. The normal business hours are 8-17 on Monday - Friday.