DFX Intelligence

RIA Intelligence

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SEC-registered adviser

P••••••• A•••• M••••••••• S••• D• C•••

Other adviserMexico City, CRD 126683SEC 801-62108website IAPD

Latest filing Feb 18, 2026

First filing on the tape Mar 28, 2012 · 19 filings

SEC status approved since May 30, 2003

RAUM

$89.8M

reported, Item 5.F

Discretionary

73%

of RAUM

Private clients

17%

$15.6M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

19 filings and snapshots on the tape

RAUM$89.8M as of Feb 18, 2026

Mar 28, 2012$75.1M then

HNW client RAUM$15.6M as of Feb 18, 2026

Mar 26, 2018$0 then

State-registered IARs (5.B.3)0 as of Feb 18, 2026

Mar 28, 20120 then

Employees (5.A)8 as of Feb 18, 2026

Mar 22, 20135 then

Private funds: no history

RAUM +33% over the last fiscal year+7.7% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Feb 18, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.2MderivedHNW RAUM over HNW clients
Average account: $9.0MderivedRAUM over accounts (5.F.2.f)
Discretionary: 73%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: +33%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Investment companies$74.1M83%
High-net-worth individuals$15.6M17%

Individual clients: n/areported
HNW clients: 7reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 10reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.17 fund_share=0.83 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

P•••••••• M••••• E•••••• · Chief Executive Officercontrol
since 02/2003 · owns 75% or more
E••••••• D•••• · Portfolio Manager
since 12/2016 · owns less than 5%
E••••••• E•••• · Corporate Risk Manager
since 10/2020 · owns less than 5%

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

2 against comparable advisers; where to look, not conclusions

discretionary share shiftChange between filings · filing Feb 18, 2026
discretionary share of RAUM moved from 88.0% to 73.0% between the annual amendments of 2025-03-28 and 2026-02-18
peers: other advisers, under $100M (666)
RAUM up 25 %Change between filings · filing Feb 18, 2026
RAUM (Item 5.F) moved from $67,661,976 to $89,759,598 (+33.0%) between the annual amendments of 2025-03-28 and 2026-02-18; the peer median change was -29.0% (39 comparable advisers, 95.0th percentile of changes)
peers: other advisers, under $100M (39) · 95% percentile

How anomalies are measured

What changed

consecutive filings, newest first

HNW clients · 8 to 7
Mar 28, 2025 to Feb 18, 2026
Employees · 9 to 8
Mar 28, 2025 to Feb 18, 2026
Discretionary RAUM · $59.8M to $65.4M
Mar 28, 2025 to Feb 18, 2026
HNW RAUM · $11.7M to $15.6M
Mar 28, 2025 to Feb 18, 2026
Non-discretionary RAUM · $7.8M to $24.3M
Mar 28, 2025 to Feb 18, 2026
RAUM · $67.7M to $89.8M
Mar 28, 2025 to Feb 18, 2026
HNW clients · 6 to 8
Apr 22, 2024 to Mar 28, 2025
Employees · 7 to 9
Apr 22, 2024 to Mar 28, 2025
Financial planning clients · 0 to 0
Apr 22, 2024 to Mar 28, 2025
HQ state · unset to
Apr 22, 2024 to Mar 28, 2025
Discretionary RAUM · $79.4M to $59.8M
Apr 22, 2024 to Mar 28, 2025
HNW RAUM · $12.5M to $11.7M
Apr 22, 2024 to Mar 28, 2025
Non-discretionary RAUM · $9.6M to $7.8M
Apr 22, 2024 to Mar 28, 2025
RAUM · $89.0M to $67.7M
Apr 22, 2024 to Mar 28, 2025
Accounts · 11 to 10
Apr 3, 2023 to Apr 22, 2024
Advisory employees · 6 to 5
Apr 3, 2023 to Apr 22, 2024
HNW clients · 8 to 6
Apr 3, 2023 to Apr 22, 2024
Employees · 10 to 7
Apr 3, 2023 to Apr 22, 2024
Discretionary RAUM · $51.4M to $79.4M
Apr 3, 2023 to Apr 22, 2024
HNW RAUM · $1.8M to $12.5M
Apr 3, 2023 to Apr 22, 2024
Non-discretionary RAUM · $20.4M to $9.6M
Apr 3, 2023 to Apr 22, 2024
RAUM · $71.8M to $89.0M
Apr 3, 2023 to Apr 22, 2024
Accounts · 12 to 11
Mar 17, 2022 to Apr 3, 2023
Employees · 12 to 10
Mar 17, 2022 to Apr 3, 2023
Discretionary RAUM · $49.0M to $51.4M
Mar 17, 2022 to Apr 3, 2023
HNW RAUM · $4.1M to $1.8M
Mar 17, 2022 to Apr 3, 2023
Non-discretionary RAUM · $22.9M to $20.4M
Mar 17, 2022 to Apr 3, 2023
RAUM · $71.9M to $71.8M
Mar 17, 2022 to Apr 3, 2023
Advisory employees · 5 to 6
Mar 18, 2021 to Mar 17, 2022
Employees · 13 to 12
Mar 18, 2021 to Mar 17, 2022
HQ city · MEXICO DISTRITO FEDERAL to MEXICO CITY
Mar 18, 2021 to Mar 17, 2022
Discretionary RAUM · $20.7M to $49.0M
Mar 18, 2021 to Mar 17, 2022
HNW RAUM · $3.0M to $4.1M
Mar 18, 2021 to Mar 17, 2022
Non-discretionary RAUM · $19.9M to $22.9M
Mar 18, 2021 to Mar 17, 2022
RAUM · $40.6M to $71.9M
Mar 18, 2021 to Mar 17, 2022
Accounts · 3 to 12
Mar 18, 2020 to Mar 18, 2021
HNW clients · 10 to 8
Mar 18, 2020 to Mar 18, 2021
Employees · 11 to 13
Mar 18, 2020 to Mar 18, 2021
Discretionary RAUM · $62.0M to $20.7M
Mar 18, 2020 to Mar 18, 2021
HNW RAUM · $0 to $3.0M
Mar 18, 2020 to Mar 18, 2021

Signals

No event on the tape.

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Website: w••.p•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 52 55 5261 4600reportedpublic record, Form ADV, Feb 18, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Other adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026