Impulsora Del Fondo Mexico, Sc
- Regulatory AUM
- $334M
- Discretionary
- $334M
- Clients
- 1
- Avg AUM / client
- $334M
- Accounts
- 1
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $334M | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Osorio Morales, Alberto | President And Chief Executive Officer | May 1992 (34y) | 50% – 75% | |
| Delgado Cervantes, Victor, Enrique | Trustee | Nov 1999 (27y) | Less than 5% | |
| Carrasco Espino, Rosa, Elvira | Trustee | Apr 2013 (13y) | Less than 5% | |
| Castro Gonzalez, Maria, Margarita | Trustee | Apr 2013 (13y) | Less than 5% | |
| Dayan Dichi, Tofi | Trustee | Feb 2015 (12y) | Less than 5% | |
| Alamillo, Jorge, Federico | Chief Compliance Officer | May 2015 (11y) | Less than 5% | |
| Osorio Morales, Edgar | Trustee | Mar 2016 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Employee Trust With Bbva Bancomer F/22678 7 | Trust | Dec 1991 | A | 10% – 25% |
| Ifm Asesoria En Administracion S De R.L. De C.V. | General Partner | Apr 2005 | A | 5% – 10% |
| Employee Trust With Bbva Bancomer F/22678 7 | Trust | Dec 1991 | B | GP / trustee / elected manager of Employee Trust With Bbva Bancomer F/22678 7 (indirect) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗