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

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0

Regulatory AUM

$0Item 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

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

Advisors on IAPD

0

Employees

5

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

0

SEC number

801-118705

CRD

306723

Filings on the tape

8

First filed

Apr 13, 2020

Latest filed

Mar 24, 2026

Organised

Corporation

Website

cartafinanciera.com

• Occurred

  Jul 8, 2020
  Control person joined

  Mario Agustin Gomez Beret (Chief Compliance Officer) appeared on Schedule A of Carta Financiera

  Form ADVobserved 6 days ago
• Occurred

  Apr 13, 2020
  First Form ADV filing

  Carta Financiera filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ea1a1ec5-7ef8-4f1b-fb9a-f8b4970f3b8e

First observed

Apr 13, 2020

Last observed

Mar 24, 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.