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Chief Compliance Officer · Carta Financiera

Agustin M. Gomez Beret

CRD 7274790 · Named on Form ADV at one SEC-registered adviser

At a glance

Carta Financiera, an SEC-registered asset manager based in Tortola, British Virgin Islands with $0 in regulatory assets, lists Agustin M. Gomez Beret on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Carta FinancieraChief Compliance OfficerAsset manager · Tortola, British Virgin Islands · $0M in regulatory assets

AtlasMembers

Agustin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Agustin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.