This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$334MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$334M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

5

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

SEC number

801-16064

CIK

1311759

CRD

105298

Filings on the tape

18

First filed

Mar 9, 2012

Latest filed

Mar 23, 2026

Organised

Other (specify)

• Occurred

  Mar 18, 2025
  Regulatory AUM changed

  Impulsora Del Fondo Mexico, Sc reported RAUM $246.7M, down 29% from $347.8M (2024-03-19 to 2025-03-18)

  Form ADVobserved 4 days ago
  $-101M
• Occurred

  Nov 24, 2020
  Control person left

  Alberto Gomez-Pimienta (Trustee) no longer on Schedule A of Impulsora Del Fondo Mexico, Sc (listed 2020-03-26, absent 2020-11-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0fe44552-79bf-22c1-3edf-deebd04ae5e4

First observed

Mar 9, 2012

Last observed

Mar 23, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.