Vitral Advisors Llc
- Regulatory AUM
- $155M
- Discretionary
- $74.5M
- Clients
- 159
- Avg AUM / client
- $974K
- Accounts
- 159
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $24.2M | 15.6% |
| High net worth individuals | 42 | $43.0M | 27.7% |
| Corporations and other businesses | 15 | $87.6M | 56.6% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carrillo Batalla, Jose, Tomas | Manager | Feb 2018 (9y) | ≈ 37.5% – 75% via Vitral Holdings Ltd | |
| Carrillo Batalla, Vicente | Manager | Feb 2018 (9y) | ≈ 18.75% – 50% via Vitral Holdings Ltd | |
| Rizzolo, Carlos | Chief Executive Officer, Chief Compliance Officer, Manager | Feb 2018 (9y) | Less than 5% | |
| Acosta, Valentina | Owner | Dec 2023 (3y) | GP / trustee / elected manager of Vitral Holdings Ltd (indirect) | |
| Villegas, Eduardo | Owner | Dec 2023 (3y) | GP / trustee / elected manager of Vitral Holdings Ltd (indirect) | |
| Enrique Alberto Zambrano Valero | Registered representative | CFA | Jun 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vitral Holdings Ltd | Member | Mar 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Carrillo Batalla, Jose, Tomas: 50% – 75% of Vitral Holdings Ltd × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Carrillo Batalla, Vicente: 25% – 50% of Vitral Holdings Ltd × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 03/30/2026 | 1.01 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $44.2M (29% of AUM) Mar 2026
- Merrill Lynch $40.6M (26% of AUM) Mar 2026
- Morgan Stanley $36.5M (31% of AUM) Apr 2024
- Stonex Financial Inc. $27.6M (18% of AUM) Mar 2026
- Rothschild & Co Us Inc. $22.0M (14% of AUM) Mar 2026
- Bank J Safra Sarasin $11.8M (13% of AUM) Aug 2023
- J.P. Morgan $9.9M (11% of AUM) Sep 2021
- Mercantil Bank (Schweiz) Ag $9.3M (10% of AUM) Aug 2023
- Oppenheimer & Co. Inc. $2.2M (2% of AUM) Aug 2023
- Pershing $2.2M (2% of AUM) Aug 2023
- Banco Inversis $624K (1% of AUM) Aug 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗