RIA Intel›Advisers›BERLIN, JONATHAN ANTONIO MEZA

BERLIN, JONATHAN ANTONIO MEZA

Advisory

N·COLONIA GRANADA, MEXICO CITY

Data as of Jan 9, 2026 · Source: SEC Form ADV

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$335K

Discretionary %76.4%

Total Clients13

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record3

First FilingMar 4, 2024

Latest FilingJan 9, 2026

🔒 Full AUM trend chart and 3 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BERLIN, JONATHAN ANTONIO MEZA

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.