Banorte Ventures Ltd.
- Regulatory AUM
- $52.4K
- Discretionary
- $52.4K
- Clients
- 6
- Avg AUM / client
- $8.7K
- Accounts
- 6
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $52.4K | 100.0% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Juan Carlos Barraza | Registered representative | May 2025 (1y) | ||
| Juan Fernando Valdivieso | Registered representative | Chartered Financial Consultant | May 2025 (1y) | |
| Guillermo Pena Facio | Registered representative | Jun 2025 (1y) | ||
| Salomon Lahana | Registered representative | Jun 2025 (1y) | ||
| Jorge Antonio Figueroa | Registered representative | Sep 2025 (1y) | ||
| Jose Ramon Rodriguez | Registered representative | Sep 2025 (1y) | ||
| Mayela Orrantia | Registered representative | May 2026 (0y) | ||
| Joaquin Sanchez Hernandez | Registered representative | CFA | May 2026 (0y) |
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) | 05/18/2026 | 1.29 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
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $52.4K (100% of AUM) May 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: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗