LAFIRMA ASSET SERVICES S.C.
Adviser information for LAFIRMA ASSET SERVICES S.C. last updated from Form ADV on March 6th, 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 | Mexico |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | 0 | $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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-118631 |
|---|---|
| SEC ERA File Number | 802-118631 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307397 |
| Legal Entity Identifier | None |
Principal Office
BOSQUE DE RADIATAS 32 INT 603 COL.BOSQUES DE LAS LOMAS
CDMX
Mexico
Monday - Friday, 8:00AM-5:30PM
Tel: 553 098 7660, Fax: N/A
Chief Compliance Officer
PABLO GONZALEZ OERTEL
PRESIDENT & CHIEF COMPLIANCE OFFICER
BOSQUE DE RADIATAS 32 INT 603 COL.
BOSQUES DE LAS LOMAS
CDMX
Mexico
Tel:
553-098-7660
Fax:
N/A
P*************@*****************M
(Full email address available in API data)
Industry Affiliates
| DOMUM REAL ESTATE VENTURES LLC | Sponsor, GP, manager of pooled investment vehicles |
| LAFIRMA CAPITAL | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| DOMUM REAL ESTATE FUND LP | Real Estate Fund | $37.8M | $0.1M | 44 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Gonzalez Oertel, Pablo | Individual | – | PARTNER, PRESIDENT, & CHIEF COMPLIANCE OFFICER | 03/2016 | 5-10% |
| GONZALEZ OERTEL, SEBASTIAN | Individual | – | PARTNER | 03/2016 | 5-10% |
| GARAY FERNANDEZ, ENRIQUE | Individual | – | PARTNER | 03/2016 | 25-50% |
| Gonzalez Guerra, Antonino Benito | Individual | – | PARTNER | 03/2016 | 10-25% |
| Gonzalez Guerra, Pablo Jose | Individual | – | PARTNER | 03/2016 | 10-25% |
| Pena, Gabriel, Wonchee | Individual | – | PARTNER | 03/2016 | 10-25% |
| Saiz Fernandez, Fernando | Individual | – | PARTNER | 03/2016 | 5-10% |
| del Carmen Cadice Sucar, Nadia Maria | Individual | – | PARTNER | 03/2016 | 5-10% |
| Saiz Beckmann, Fernando | Individual | – | PARTNER | 03/2016 | 5-10% |