Pichardo Asset Management, S.A. de C.V.
Registered investment adviser · Mexico City · CRD #126683
Form ADV data as of 2026-09-01Regulatory assets
$89.8 million
Total accounts
10
Employees
8
Disclosure events
0
Firm details
- Website: http://www.paminversion.com
- Telephone: 52 55 5261 4600
- SEC file number: 801-62108
- Most recent Form ADV filing: 2026-02-18
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $65.4 million |
| Non-discretionary regulatory assets under management | $24.3 million |
| Total regulatory assets under management | $89.8 million |
| Discretionary accounts | 1 |
| Non-discretionary accounts | 9 |
| Total accounts | 10 |
| Regulatory assets under management attributable to non-U.S. persons | $24.3 million |
People
| Total employees (excluding clerical) | 8 |
| Employees performing investment advisory functions (including research) | 5 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Receives compensation from others for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 7 | $15.6 million |
| Investment companies | 3 | $74.1 million |