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IMPULSORA DEL FONDO MEXICO, SC

CRD 105298File 801-16064
APPROVED
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$333.5M
Below cohort median (national)
Discretionary AUM
$333.5M
Clients
1
1 accounts
Employees
5

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
May 27, 1981
Principal office
ARISTOTELES NO 77, 3 ER PISO, CDMX, 11560
Phone
5255-91383350
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$333.5M
Discretionary AUM
$333.5M
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$333.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$333.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$246,705,240$333,532,759increased by$86,827,519
May 1, 2025
vs Oct 1, 2022
AUM$275,682,992$246,705,240decreased by$28,977,752
Apr 1, 2022AUM$239,094,078$275,682,992increased by$36,588,914
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “IMPULSORA DEL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IMPULSORA DEL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.