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AZTLAN EQUITY MANAGEMENT, LLC
CRD 286360File 801-121682
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$851.1M
Above cohort median (national)
Discretionary AUM
$517.1M
Non-discretionary $334.0M
Clients
15
15 accounts
Employees
10
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 2, 2021
- Principal office
- 1751 PINNACLE DRIVE, SUITE 600, MCLEAN, VA, 22102-3831
- Phone
- 01-703-47-8020
- Website
- https://www.aztlanem.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $851.1M
- Discretionary AUM
- $517.1M
- Non-discretionary AUM
- $334.0M
- Discretionary accounts
- 14
- Non-discretionary accounts
- 1
- Total accounts
- 15
- AUM per client
- $56.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 9 | $408.0M |
| High net worth individuals | Fewer than 5 | $107.6M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Aug 17, 2026 | Clients | 16 | 15 | decreased by1 |
| Apr 1, 2026 | Employees | 15 | 10 | decreased by5 |
| Apr 1, 2026 | Clients | 17 | 16 | decreased by1 |
| Apr 1, 2026 | AUM | $582,930,000 | $851,056,828 | increased by$268,126,828 |
| Apr 1, 2026 | Accounts | 17 | 15 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 15 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 17 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $150,000,000 | $582,930,000 | increased by$432,930,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12 | 17 | increased by5 |
| Aug 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AZTLAN EQUITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AZTLAN EQUITY” 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.