Navalfa Activos Alternativos is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 10, 2026, reports $9M in regulatory assets under management, 4 employees, 1 office, and 13 accounts.
Assets Under Management
$9M
Employees
4
Offices
1 office
Total Clients
13
Primary office
MEXICO CITY
AV. PASEO DE LA REFORMA 115, DESP. 2303 COL. LOMAS DE CHAPULTEPEC, CP, MEXICO CITY, Mexico
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.9% of total clients.
Top client categories% of clientsClients
1
HNWI
76.9%
10
2
Pooled Investment Vehicles
23.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9Mas of February 10, 2026
Discretionary100.0%
$9M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9M
Total Accounts13
10Y AUM Change$-84M (-89.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee3:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.