DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 283995
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARCELO ANTONIO MENDOZA | n/a | NEW YORK, NY | 5 | 39 | n/a | no |
| GUSTAVO ANDRES RUSSO | n/a | NEW YORK, NY | 5 | 19 | 2 | no |
| Edgar Ramirez | n/a | NEW YORK, NY | TORONTO | 0 | 30 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MENDOZA, MARCELO, ANTONIO | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER AND FOUNDER | E | yes | 04/2016 | Jun 1, 2016 | Nov 26, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 5, 2026 | $608M | $0 | 4 | 2 | 0 | n/a | n/a |
| 2024 | Mar 7, 2025 | $550M | $0 | 4 | 3 | 0 | n/a | n/a |
| 2023 | Mar 19, 2024 | $429M | $0 | 3 | 3 | 0 | n/a | n/a |
| 2022 | Mar 6, 2023 | $332M | $0 | 3 | 3 | 0 | n/a | n/a |
| 2021 | Mar 2, 2022 | $303M | $0 | 3 | 3 | 0 | n/a | n/a |
| 2020 | Mar 11, 2021 | $286M | $0 | 4 | 4 | 0 | n/a | n/a |
| 2019 | Mar 9, 2020 | $258M | $0 | 4 | 2 | 0 | n/a | n/a |
| 2018 | Mar 22, 2019 | $229M | $0 | 3 | 3 | 1 | n/a | n/a |
| 2017 | Mar 19, 2018 | $199M | $0 | 3 | 3 | 1 | n/a | n/a |
| 2016 | Mar 27, 2017 | $285M | $0 | 3 | 3 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $608M | $550M | 10.6% | $332M | 22.4% | 4 | 4 | 0 | 0 |