MFG FAMILY OFFICE LLC
Adviser information for MFG FAMILY OFFICE LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $217.1M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $217.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 3 | $217.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMPerformance-based feesCONSULTING FEES |
Identifiers
| SEC RIA File Number | 801-127012 |
|---|---|
| SEC ERA File Number | 801-127012 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324211 |
| Legal Entity Identifier | None |
Principal Office
BLVD. MANUEL �VILA CAMACHO NO. 126OFC. 6A, LOMAS DE CHAPULTEPEC 11000
CDMX
Mexico
Monday - Friday, 9AM TO 6PM
Tel: 305 930-4419, Fax: None
Websites
Chief Compliance Officer
FERNANDA ESNAURRIZAR GUERRERO
MANAGING DIRECTOR
BLVD. MANUEL �VILA CAMACHO NO. 126
OFC. 6A, LOMAS DE CHAPULTEPEC 11000
CDMX
Mexico
Tel:
+52 55 1473 5127
E**********@******************M
(Full email address available in API data)
Regulatory Contact
JUAN CARLOS RIERA
COMPLIANCE CONSULTANT
2600 S. DOUGLAS RD.
SUITE 908
CORAL GABLES
FL
United States
Tel:
3059652166
J*****@*****************M
(Full email address available in API data)
Industry Affiliates
| LFG FAMILY OFFICE | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRUPOMIVA LIMITED | Foreign Entity | – | MEMBER | 07/2021 | > 75% |
| CAUTHA LIMITED | Foreign Entity | – | MEMBER | 07/2021 | 5-10% |
| ESNAURRIZAR, ALMA, FERNANDA | Individual | – | MANAGING DIRECTOR & CCO | 09/2022 | < 5% |
| VANOSSI, MICHELE | Individual | GRUPOMIVA LIMITED | SHAREHOLDER | 07/2019 | > 75% |