DFX Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

P•••• F••••••••• L••

Independent wealth managerSEC-registered· Ciudad De Buenos Aires 1414

Independent wealth manager, based in Ciudad De Buenos Aires 1414, reporting $760,000 of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-04-03 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $760,000
Advisors: 0
Net advisor flow, 12 months: Not established
RAUM change, last fiscal year: +68%
Private clients: 100% of RAUM, $760,000

Advisors Advisor movement Where the RAUM sits

As of 2026-04-03 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Why this matters

Reported RAUM grew +68% over the last fiscal year, to $760,000.
2026-04-03
RAUM a year earlier $453,247RAUM now $760,000
1 published business contact point is on record, each with its source.
Contact points 1

Every filed figure, and the identifiersCRD 221523 · SEC 801-96260 · 14 filingsShow

CRD 221523SEC 801-96260First filing on the tape May 1, 2015, latest Apr 3, 2026SEC status approved since May 13, 2015IAPD

RAUM

$760,000

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$760,000 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

1 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

14 filings and snapshots on the tape

RAUM$760,000 as of Apr 3, 2026

Mar 19, 2016$0 then

HNW client RAUM$0 as of Apr 3, 2026

Mar 9, 2018$0 then

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

Mar 19, 20160 then

Employees (5.A)1 as of Apr 3, 2026

Mar 19, 20162 then

Private funds: no history

RAUM +68% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of Apr 3, 2026; every figure names its basis

Archetypes, each a printed rule

Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM

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: unknownderivedHNW RAUM over HNW clients
Average account: $95,000derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%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: +68%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: +33%derived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: portfolio management for individualsreportedItem 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

buys or sells securities as principal to or from clients (8.A.2)
receives research or other products from a broker-dealer, soft dollars (8.E)
an independent public accountant performs a surprise examination (9.C.1)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Individuals$760,000100%

Individual clients: 8reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 8reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUMreported
Class basis: private_client_share=1.0 fund_share=0.0 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

T••••••• F•••••••• N•• · Managing Member And Chief Compliance Officercontrol
since 04/2015 · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 6 to 8
Mar 28, 2025 to Apr 3, 2026
Individual clients · 6 to 8
Mar 28, 2025 to Apr 3, 2026
Financial planning clients · 1-10 to 0
Mar 28, 2025 to Apr 3, 2026
Discretionary RAUM · $453,247 to $760,000
Mar 28, 2025 to Apr 3, 2026
Individual RAUM · $453,247 to $760,000
Mar 28, 2025 to Apr 3, 2026
RAUM · $453,247 to $760,000
Mar 28, 2025 to Apr 3, 2026
Accounts · 4 to 6
Mar 31, 2024 to Mar 28, 2025
Individual clients · 0 to 6
Mar 31, 2024 to Mar 28, 2025
Financial planning clients · 1-10 to 1-10
Mar 31, 2024 to Mar 28, 2025
HQ state · unset to
Mar 31, 2024 to Mar 28, 2025
Discretionary RAUM · $244,038 to $453,247
Mar 31, 2024 to Mar 28, 2025
Individual RAUM · $244,038 to $453,247
Mar 31, 2024 to Mar 28, 2025
RAUM · $244,038 to $453,247
Mar 31, 2024 to Mar 28, 2025
Accounts · unset to 4.0
Mar 30, 2023 to Mar 31, 2024
Financial planning clients · 0 to 1-10
Mar 30, 2023 to Mar 31, 2024
Discretionary RAUM · unset to 244038.0
Mar 30, 2023 to Mar 31, 2024
Individual RAUM · $0 to $244,038
Mar 30, 2023 to Mar 31, 2024
Non-discretionary RAUM · unset to 0.0
Mar 30, 2023 to Mar 31, 2024
RAUM · unset to 244038.0
Mar 30, 2023 to Mar 31, 2024
Accounts · 0.0 to unset
Mar 3, 2021 to Mar 11, 2022
Discretionary RAUM · 0.0 to unset
Mar 3, 2021 to Mar 11, 2022
Non-discretionary RAUM · 0.0 to unset
Mar 3, 2021 to Mar 11, 2022
RAUM · 0.0 to unset
Mar 3, 2021 to Mar 11, 2022
Financial planning clients · unset to 0
Oct 8, 2019 to Feb 12, 2020
Advisory employees · 2 to 1
Mar 26, 2019 to Oct 8, 2019
Employees · 2 to 1
Mar 26, 2019 to Oct 8, 2019
HQ city · 10D - LA PLATA, BUENOS AIRES to CIUDAD DE BUENOS AIRES 1414
Mar 26, 2019 to Oct 8, 2019
Accounts · 4 to 0
Mar 9, 2018 to Mar 26, 2019
Individual clients · 4 to 0
Mar 9, 2018 to Mar 26, 2019
Employees · 4 to 2
Mar 9, 2018 to Mar 26, 2019
Discretionary RAUM · $19,507 to $0
Mar 9, 2018 to Mar 26, 2019
Individual RAUM · $19,507 to $0
Mar 9, 2018 to Mar 26, 2019
RAUM · $19,507 to $0
Mar 9, 2018 to Mar 26, 2019
Accounts · 0 to 4
Mar 31, 2017 to Mar 9, 2018
Charity clients · unset to 0.0
Mar 31, 2017 to Mar 9, 2018
Corporate clients · unset to 0.0
Mar 31, 2017 to Mar 9, 2018
HNW clients · unset to 0.0
Mar 31, 2017 to Mar 9, 2018
Individual clients · unset to 4.0
Mar 31, 2017 to Mar 9, 2018
Pension plan clients · unset to 0.0
Mar 31, 2017 to Mar 9, 2018
Pooled vehicle clients · unset to 0.0
Mar 31, 2017 to Mar 9, 2018

Signals

2 dated events

••• Locked
Oct 8, 2019 · Control person left · inference
••• Locked
May 1, 2015 · First SEC registration · fact

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

Principal office phone: ••• Lockedreportedpublic record, Form ADV, Apr 3, 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: Independent wealth managerderiveda 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