EPICURUS FUND MANAGEMENT
EPICURUS FUND MANAGEMENT, ASESOR INDEPENDIENTE, S.A.P.I. DE C.V. Legal Name
Adviser information for EPICURUS FUND MANAGEMENT last updated from Form ADV on January 3rd, 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 | Other (specify) |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Mexico |
Employees
Total Number of Employees | 8 |
---|---|
Investment Advisory/Research | 3 |
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 | No |
---|
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 | 1 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 1 |
No. of Non-U.S. Clients | 100 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Portfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-79334 |
---|---|
SEC ERA File Number | 801-79334 |
SEC CIK Numbers | None |
SEC CRD Numbers | 169639 |
Legal Entity Identifier | None |
Principal Office
GOLDSMITH 40COLONIA POLANCO
CIUDAD DE M�XICO
Mexico
Monday - Friday, 8:30 AM TO 6:00 PM
Tel: +525552801216, Fax: None
Websites
Chief Compliance Officer
OSCAR GALINDO
GOLDSMITH 40
COLONIA POLANCO
DISTRITO FEDERAL
Mexico
Tel:
+525552801216
O************@**************X
(Full email address available in API data)
Regulatory Contact
JACINTO MARINA
CEO
GODSMITH 40
COLONIA POLANCO
DISTRITO FEDERAL
Mexico
Tel:
+525552801216
J******@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MARINA, JACINTO, DAVID | Individual | – | CEO | 05/2013 | < 5% |
BOLIVAR, IGNACIO | Individual | – | OWNER | 05/2013 | > 75% |
GONZALEZ, IRVING, ALEJANDRO | Individual | – | INVETMENT DIRECTOR | 12/2019 | < 5% |
GALINDO, OSCAR | Individual | – | COMPLIANCE OFFICER | 01/2021 | < 5% |