RIA Intel›Advisers›EPICURUS FUND MANAGEMENT, ASESOR INDEPENDIENTE, S.A.P.I. DE C.V.

EPICURUS FUND MANAGEMENT, ASESOR INDEPENDIENTE, S.A.P.I. DE C.V.

Advisory

N·CIUDAD DE MEXICO

Data as of Jan 3, 2024 · Source: SEC Form ADV

Total AUM

$0

1-Year AUM Growth

+172.7%

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$0

Discretionary AUM$0

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees3

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record10

First FilingMar 4, 2014

Latest FilingJan 3, 2024

🔒 Full AUM trend chart and 10 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 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 EPICURUS FUND MANAGEMENT, ASESOR INDEPENDIENTE, S.A.P.I. DE C.V.

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