Radian Investment Management Llc
- Regulatory AUM
- $429M
- Discretionary
- $429M
- Clients
- 3
- Avg AUM / client
- $143M
- Accounts
- 3
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $429M | 100.0% |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dorfner, Stefanie, Theresia | Trustee | Sep 2014 (12y) | GP / trustee / elected manager of Juricon Trust Company Establishment (indirect) | |
| Heimer, Ilka, Nmn | Trustee | Sep 2014 (12y) | GP / trustee / elected manager of Juricon Trust Company Establishment (indirect) | |
| Lederer, Davor, Luksic | Trustee | Sep 2014 (12y) | Less than 5% | |
| Muller, Thomas, Friedrich | Trustee | Sep 2014 (12y) | GP / trustee / elected manager of Vallum Foundation (indirect) | |
| Neudorfer, Mag, Rupert | Trustee | Sep 2014 (12y) | GP / trustee / elected manager of Juricon Trust Company Establishment (indirect) | |
| Schreiber, Ramona, Monika | Trustee | Sep 2014 (12y) | GP / trustee / elected manager of Juricon Trust Company Establishment (indirect) | |
| De La Morininere, Paul, Le Bault | Trustee | Sep 2014 (12y) | GP / trustee / elected manager of Vallum Foundation (indirect) | |
| Barraza, Nicolas, Nmn | Chief Executive Officer/Manager | Apr 2022 (4y) | Less than 5% | |
| Bulnes, Jose, Ignacio | Manager | Apr 2022 (4y) | Less than 5% | |
| Pampolina, Carlito, Bahia | Chief Compliance Officer | Dec 2022 (4y) | Less than 5% | |
| De La Maza Guzman, Rodrigo | Manager | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nova Invest S.A R.L. | Shareholder | Apr 2022 | A | 75% or more |
| Quasar Establishment | Shareholder | Apr 2022 | B | ≈ 56.25% – 100% via Nova Invest S.A R.L. |
| Vallum Foundation | Holder Of The Founder's Rights | Apr 2016 | B | ≈ 42.19% – 100% via Quasar Establishment |
| Juricon Trust Company Establishment | Trustee | Sep 2014 | B | GP / trustee / elected manager of Vallum Foundation (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Quasar Establishment: 75% – 100% of Nova Invest S.A R.L. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Vallum Foundation: 75% – 100% of Quasar Establishment × 75% – 100% of Nova Invest S.A R.L. × 75% – 100% direct ≈ 42.19% – 100% 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) | 03/31/2026 | 985 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
Services
- • Portfolio management for pooled investment vehicles
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗