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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM under $100M

NAVALFA ACTIVOS ALTERNATIVOS

ALVEO WEALTH MANAGEMENT, LLC, CRD 166898

MEXICO CITY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d8b83ed7-c955-5cb5-aef4-2e9a793ea91a

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
On other graphs: 0
Observed: Nov 6, 2015 to Feb 10, 2026
21 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.26 fund_share=0.74 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $9.4MItem 5.F on the latest filing (2026-02-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.4M
Private client RAUM: $2.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 26%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 13
Individual clients: 0
High net worth clients: 10
SEC number: 801-106917
CRD: 166898
Filings on the tape: 21
First filed: Nov 6, 2015
Latest filed: Feb 10, 2026
Organised: Limited Liability Company, FL

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACTIVOS ALTERNATIVOS	SOLE MEMBER	E	yes	08/2024	Sep 8, 2024	Sep 8, 2024
Catan, Luis, Eduardo	CCO/CRO	Na	yes	09/2024	Sep 8, 2024	Sep 8, 2024
Garibay, Joaquin	Shareholder	D	yes	06/2024	Sep 8, 2024	Sep 8, 2024
Garibay, Joaquin	PRESIDENT/CIO	Na	yes	08/2024	Sep 8, 2024	Sep 8, 2024
LATIN INTERNET CONSULTORES	Shareholder	D	yes	06/2024	Sep 8, 2024	Sep 8, 2024
Zesati, Humberto, Gonzalez	Shareholder	E	yes	08/2000	Sep 8, 2024	Sep 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LIV CAPITAL	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Miami	FL	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 10, 2026	$9.4M	$9.4M	4	3	1	n/a	n/a
2024	Mar 25, 2025	$34.9M	$34.9M	4	3	1	n/a	n/a
2023	Mar 29, 2024	$6.9M	$5.5M	4	3	2	n/a	n/a
2022	Mar 8, 2023	$243M	$9.5M	4	3	2	n/a	n/a
2021	Feb 24, 2022	$274M	$0	4	4	1	n/a	n/a
2020	Mar 15, 2021	$278M	$0	3	2	0	n/a	n/a
2019	Feb 24, 2020	$308M	$0	4	2	0	n/a	n/a
2018	Feb 20, 2019	$209M	$0	4	3	0	n/a	n/a
2017	Feb 13, 2018	$140M	$0	4	3	0	n/a	n/a
2016	Mar 31, 2017	$93.5M	$0	4	4	n/a	n/a	n/a
2015	Mar 15, 2016	$104M	$0	2	1	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$9.4M	$34.9M	-72.9%	$243M	-66.1%	4	4	1	1

Relationships

Registered with (3)

← MARIAN NMN STUPKAAdvisorregistration: previous registration
Jul 21, 2014 to Oct 9, 2024factForm ADV
← EDUARDO GIRALTAdvisorregistration: previous registration
Mar 8, 2016 to Jul 23, 2020factForm ADV
← RODRIGO ALCAZAS JABALIAdvisorregistration: previous registration
Jul 29, 2013 to Jun 13, 2014factForm ADV

Controls (5)

← Catan, Luis, EduardoOwnerCCO/CRO, ownership code NA, individual
Sep 8, 2024 to Sep 8, 2024factForm ADV
← Garibay, JoaquinOwnerSHAREHOLDER, ownership code D, individual
Sep 8, 2024 to Sep 8, 2024factForm ADV
← Zesati, Humberto, GonzalezOwnerSHAREHOLDER, ownership code E, individual
Sep 8, 2024 to Sep 8, 2024factForm ADV
← ACTIVOS ALTERNATIVOSOwnerSOLE MEMBER, ownership code E, foreign entity
Sep 8, 2024 to Sep 8, 2024factForm ADV
← LATIN INTERNET CONSULTORESOwnerSHAREHOLDER, ownership code D, foreign entity
Sep 8, 2024 to Sep 8, 2024factForm ADV

Dated events

Occurred
Oct 9, 2024
Advisor changed firm
Marian Nmn Stupka left Navalfa Activos Alternativos for Holdun Family Office Llc (registered 2024-09-18)
Form ADVobserved 3 days ago
Occurred
Sep 8, 2024
Control person joined
Eduardo Luis Catan (Cco/Cro) appeared on Schedule A of Navalfa Activos Alternativos
Form ADVobserved 3 days ago
Occurred
Sep 8, 2024
Control person joined
Joaquin Garibay (President/Cio) appeared on Schedule A of Navalfa Activos Alternativos
Form ADVobserved 3 days ago
Occurred
Sep 8, 2024
Control person joined
Gonzalez Humberto Zesati (Shareholder) appeared on Schedule A of Navalfa Activos Alternativos
Form ADVobserved 3 days ago
Occurred
Sep 8, 2024
Control person left
Alejandro Arturo Barragan (Managing Member) no longer on Schedule A of Navalfa Activos Alternativos (listed 2024-03-29, absent 2024-09-08)
Form ADVobserved 3 days ago
Occurred
Sep 8, 2024
Control person left
Nmn Marian Stupka (Chief Compliance Officer) no longer on Schedule A of Navalfa Activos Alternativos (listed 2024-03-29, absent 2024-09-08)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
Navalfa Activos Alternativos reported RAUM $6.9M, down 97% from $243.1M (2023-03-08 to 2024-03-29)
Form ADVobserved 3 days ago
$-236M
Occurred
Nov 6, 2015
First Form ADV filing
Alveo Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8b83ed7-c955-5cb5-aef4-2e9a793ea91a
First observed: Nov 6, 2015
Last observed: Feb 10, 2026 7 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.

NAVALFA ACTIVOS ALTERNATIVOS

ALVEO WEALTH MANAGEMENT, LLC, CRD 166898

MEXICO CITY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d8b83ed7-c955-5cb5-aef4-2e9a793ea91a

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACTIVOS ALTERNATIVOS

SOLE MEMBER

yes

08/2024

Sep 8, 2024

Catan, Luis, Eduardo

CCO/CRO

yes

09/2024

Sep 8, 2024

Garibay, Joaquin

Shareholder

yes

06/2024

Sep 8, 2024

Garibay, Joaquin

PRESIDENT/CIO

yes

08/2024

Sep 8, 2024

LATIN INTERNET CONSULTORES

Shareholder

yes

06/2024

Sep 8, 2024

Zesati, Humberto, Gonzalez

Shareholder

yes

08/2000

Sep 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LIV CAPITAL

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Miami

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 10, 2026

$9.4M

n/a

2024

Mar 25, 2025

$34.9M

n/a

2023

Mar 29, 2024

$6.9M

$5.5M

n/a

2022

Mar 8, 2023

$243M

$9.5M

n/a

2021

Feb 24, 2022

$274M

n/a

2020

Mar 15, 2021

$278M

n/a

2019

Feb 24, 2020

$308M

n/a

2018

Feb 20, 2019

$209M

n/a

2017

Feb 13, 2018

$140M

n/a

2016

Mar 31, 2017

$93.5M

n/a

2015

Mar 15, 2016

$104M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$9.4M

$34.9M

-72.9%

$243M

-66.1%