Casa De Bolsa Finamex, Sa B De Cv
$26.8M reported client assets across 1 advisory firms in FY2023 annual amendments
Reported client assets over time
$24.5M
$26.8M
2020
2023
Same-firm comparison: 1 firms that reported Casa De Bolsa Finamex, Sa B De Cv in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Silva Capital Management Llc | $26.8M | $169M | 15.8% | 03/27/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.