El Menudo Cuenta Llc
- Regulatory AUM
- $3.6K
- Discretionary
- $3.6K
- Clients
- 11
- Avg AUM / client
- $327
- Accounts
- 11
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $3.6K | 100.0% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bhatt, Darshan, Niranjan | Owner | Mar 2023 (3y) | 10% – 25% | |
| Carlos Manuel Asilis | Owner | Mar 2023 (3y) | 10% – 25% | |
| Morgan, Thomas, Kenneth | Chief Compliance Officer | Mar 2023 (3y) | 10% – 25% | |
| Serbia, Francisco, X | Managing Partner | Mar 2023 (3y) | 50% – 75% | |
| Robert Elbert Swigert | Head Of Operations | Apr 2024 (2y) | 5% – 10% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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) | 04/28/2026 | 948 KB | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Interactive Brokers $1.0K (28% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗