Jv Global Capital, Inc.
- Regulatory AUM
- $23.3M
- Discretionary
- $140K
- Clients
- 23
- Avg AUM / client
- $1.0M
- Accounts
- 36
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $2.1M | 9.0% |
| High net worth individuals | 3 | $9.0M | 38.5% |
| Pension and profit sharing plans | 1 | $8.8M | 37.9% |
| Other investment advisers | 2 | $209K | 0.9% |
| Corporations and other businesses | 4 | $3.2M | 13.7% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Villarreal Montemayor, Juan, Manuel | Stockholder | Aug 2000 (26y) | ≈ 5.63% – 25% via Empresas E Inmuebles Cavilla, S.A. De C.V. | |
| Villarreal Guajardo, Julio, Cesar | Grantor | Jan 2010 (17y) | Less than 5% | |
| Apud Abud, Roberto, Chaquip | President & Ceo | Aug 2021 (5y) | Less than 5% | |
| Donis, Sergio, Bernal | Chief Compliance Officer | Aug 2021 (5y) | Less than 5% | |
| Gil Chaveznava, Ricardo, Javier | Secretary | Aug 2021 (5y) | Less than 5% | |
| Guajardo, Hernan, Javier | Corporate Head Officer | Aug 2021 (5y) | Less than 5% | |
| Jeffrey Alexander Franco | Registered representative | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jv Global Investments, Inc | Shareholder | Aug 2021 | A | 75% or more |
| Cavilla, Inc. | Shareholder | Aug 2021 | A | 10% – 25% |
| Devill Desarrollo De Negocios, Sa De Cv | Stockholder | Aug 2021 | B | ≈ 56.25% – 100% via Jv Global Investments, Inc |
| Empresas E Inmuebles Cavilla, S.A. De C.V. | Stockholder | Aug 2021 | B | ≈ 7.5% – 25% via Cavilla, Inc. |
| Fideicomiso 64952 Banca Afirme Sa | Shareholder | Aug 2010 | B | ≈ 42.19% – 100% via Devill Desarrollo De Negocios, Sa De Cv |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Villarreal Montemayor, Juan, Manuel: 75% – 100% of Empresas E Inmuebles Cavilla, S.A. De C.V. × 75% – 100% of Cavilla, Inc. × 10% – 25% direct ≈ 5.63% – 25% of the firm
- Devill Desarrollo De Negocios, Sa De Cv: 75% – 100% of Jv Global Investments, Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Empresas E Inmuebles Cavilla, S.A. De C.V.: 75% – 100% of Cavilla, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Fideicomiso 64952 Banca Afirme Sa: 75% – 100% of Devill Desarrollo De Negocios, Sa De Cv × 75% – 100% of Jv Global Investments, Inc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗