Impulsora Del Fondo Mexico, Sc (Cdmx)

Impulsora Del Fondo Mexico, Sc is a large advisory firm based in Cdmx. It manages $231.79 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.

Impulsora Del Fondo Mexico, Sc provides portfolio management for investment companies and raum mexican investment fund. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Impulsora Del Fondo Mexico, Sc: assets under management

The assets under management (AUM) of Impulsora Del Fondo Mexico, Sc is $231.79 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% since the beginning of its operation, and $1.52 million of the total AUM is attributable to clients outside of the United States.

The firm manages $231.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.9 million each.

Investments

The firm invests in exchange traded securities the most. They account for 96% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Impulsora Del Fondo Mexico, Sc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Impulsora Del Fondo Mexico, Sc serves?

The only and largest group of clients of Impulsora Del Fondo Mexico, Sc is investment companies with 1 clients and $230.27 million of assets under management. Among the 9 most similar advisory firms, Impulsora Del Fondo Mexico, Sc has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $230.27 million for 1 clients. 50% of the firm’s clients are foreign persons or businesses.

Impulsora Del Fondo Mexico, Sc doesn't advise any private funds.

Careers at Impulsora Del Fondo Mexico, Sc

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Employee Trust With Bbva Bancomer F/22678 7	Trust	1 Dec 1991	Other	105298
Alberto Osorio Morales	Trustee	1 May 1992	Other	4540307
Victor Enrique Delgado Cervantes	Trustee	1 Nov 1999	Other	6645295
Carlos Woodworth	Chief compliance officer	1 Aug 2005	Other	4348102
Jose Gomez Pimienta	President and chief executive officer	1 Aug 2005	Other	4348082
Alberto Osorio Morales	Chief financial officer	1 Aug 2005	Other	4540307
Alberto Gomez Pimienta	Chief operations officer	1 Jan 2009	Other	5752254
Alberto Gomez Pimienta	Trustee	1 Dec 2009	Other	5752254
Maria Margarita Castro Gonzalez	Trustee	1 Apr 2013	Other	6645315
Rosa Elvira Carrasco Espino	Trustee	1 Apr 2013	Other	6645319
Alberto Osorio Morales	President and chief executive officer	1 Apr 2014	25% - 50%	4540307
Alberto Gomez Pimienta	Director of finance	1 Apr 2014	Other	5752254
Tofi Dayan Dichi	Trustee	1 Feb 2015	Other	6645326
Jorge Federico Alamillo	Chief compliance officer	1 May 2015	Other	6506516
Edgar Osorio Morales	Trustee	1 Mar 2016	Other	6645324

Based in Cdmx

The principal office where Impulsora Del Fondo Mexico, Sc performs its advisory services is located at Aristoteles No 77, 3 Er Piso, Cdmx, 11560, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 5255-91383350 or by fax 5255-52821179. The normal business hours are 8-17 on Monday - Friday.