AUMdb

Asesordeinversiones.Com Ltd

SEC-registered Investment Adviser · Boutique (under $100M) CRD 331588 · SEC file 801-130459 · Road Town, Tortola · WWW.ASESORDEINVERSIONES.COM
☆ Save with Pro ADV data as of Jan 08, 2026
Regulatory AUM
$1.3M
Discretionary
$1.3M
Clients
Avg AUM / client
Accounts
4
Employees
2

AUM over time

$0 $1.3M
May 2024 Dec 2025

Annual snapshots from Form ADV filings · as of Jan 08, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients $213K 16.9%
Corporations and other businesses Fewer than 5 clients $1.0M 83.1%

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Bianchi, Alejandro Ceo / Founder Oct 2023 (3y) 75% or more
Christiansen, Pablo, Alejandro Chief Compliance Officer Oct 2023 (3y) Less than 5%

Undisclosed: 0% – 25% 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)

FormPeriodSize
Form ADV (full filing) 01/08/2026 899 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

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Reported custodians

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: Jan 08, 2026.

View current Form ADV (SEC/IAPD) ↗