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SEC-registered adviser

A••••••••• L••

Other adviserRoad Town, Tortola, CRD 331588SEC 801-130459websiteIAPD
Latest filing Jan 8, 2026
First filing on the tape May 13, 2024 · 4 filings
SEC status approved since Sep 12, 2025
RAUM
$1.3M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
17%
$213,030 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$1.3M as of Jan 8, 2026
Sep 25, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Jan 8, 2026
Sep 25, 20251 then
Employees (5.A)2 as of Jan 8, 2026
Sep 25, 20252 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jan 8, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$1.3MderivedRAUM 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
$314,394derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
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)
  • 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Corporations and businesses$1.0M83%
  • Individuals$213,03017%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.17 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 departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • B••••••• A•••••••• · Ceo / Foundercontrol
        since 10/2023 · owns 75% or more
      • C••••••••• P••••• A•••••••• · Chief Compliance Officercontrol
        since 10/2023 · 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.
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 4
        Sep 25, 2025 to Jan 8, 2026
      • Discretionary RAUM · $0 to $1.3M
        Sep 25, 2025 to Jan 8, 2026
      • Individual RAUM · unset to 213030.0
        Sep 25, 2025 to Jan 8, 2026
      • RAUM · $0 to $1.3M
        Sep 25, 2025 to Jan 8, 2026
      • Financial planning clients · unset to
        May 31, 2024 to Sep 25, 2025
      • HQ state · unset to
        May 31, 2024 to Sep 25, 2025
      • Related adviser · true to false
        May 13, 2024 to May 31, 2024
      Signals
      1 dated events
      • A••••••••• L•• filed its initial SEC registration (Form ADV)
        May 13, 2024 · 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
      Firm profile
      linkedin.com/company/inversionesbvi.comreportedpublic record, Form ADV, Jan 8, 2026
      Website
      A•••••••••.COMreportedpublic record, Form ADV, Jan 8, 2026
      Principal office phone
      1-284-340-6935reportedpublic record, Form ADV, Jan 8, 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