Althum Advisors Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $597M
- Clients
- 84
- Avg AUM / client
- $24.1M
- Accounts
- 84
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $2.8M | 0.14% |
| High net worth individuals | 57 | $767M | 37.8% |
| Other | 21 | $1.3B | 62.1% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pablo Agustin Luzardi | Llc Manager | Feb 2021 (6y) | Less than 5% | |
| Farina, Martin, S. | Shareholder | May 2021 (5y) | ≈ 12.5% – 37.5% via Lxg Capital Llc | |
| Zavala, Javier, J | Shareholder | May 2021 (5y) | ≈ 12.5% – 37.5% via Lxg Capital Llc | |
| Felix Miguel Segura | Managing Member | Aug 2021 (5y) | 25% – 50% | |
| Carlos Javier Gonzalez | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Rafael Isola De Izcue | Registered representative | Jan 2023 (4y) | ||
| Salvador Antonio Biguria | Registered representative | Aug 2023 (3y) | ||
| Alia Gonzales | Registered representative | Jun 2024 (2y) | ||
| Valeria Alvarado Arce | Registered representative | Jul 2024 (2y) | ||
| Aldo Oyadomari | Registered representative | Jul 2024 (2y) | ||
| Mario Alonso Mujica Saco Vertiz | Registered representative | Feb 2025 (1y) | ||
| Carlos Alberto Palacios Pazos | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lxg Capital Llc | Owner | May 2021 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Farina, Martin, S.: 25% – 50% of Lxg Capital Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Zavala, Javier, J: 25% – 50% of Lxg Capital Llc × 50% – 75% direct ≈ 12.5% – 37.5% 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) | 03/18/2026 | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $903M (45% of AUM) Mar 2026
- Morgan Stanley $645M (45% of AUM) Mar 2024
- UBS $341M (17% of AUM) Mar 2026
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 18, 2026.
View current Form ADV (SEC/IAPD) ↗