RIA Intel›Advisers›PICHARDO ASSET MANAGEMENT, S.A. DE C.V.

PICHARDO ASSET MANAGEMENT, S.A. DE C.V.

Institutional

N·MEXICO CITY

Data as of Feb 18, 2026 · Source: SEC Form ADV

Total AUM

$90M

1-Year AUM Growth

-24.0%

3-Year CAGR

-2.0%

Employees

5

Assets Under Management

Total AUM$90M

Discretionary AUM$65M

Non-Discretionary AUM$24M

Discretionary %72.9%

Total Clients11

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)-16.7%

Filing History

Total Filings on Record32

First FilingMay 28, 2003

Latest FilingFeb 18, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 23+ 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 PICHARDO ASSET MANAGEMENT, S.A. DE C.V.

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