Portfolio Manager · Pichardo Asset Management, S.A. De C.V.
David Estevez
CRD 6774800 · Named on Form ADV at one SEC-registered adviser
At a glance
Pichardo Asset Management, S.A. De C.V., an SEC-registered asset manager based in Mexico City, Mexico with $90 million in regulatory assets, lists David Estevez on its Form ADV as Portfolio Manager.
Firms and roles
- Pichardo Asset Management, S.A. De C.V.Portfolio ManagerAsset manager · Mexico City, Mexico · $90M in regulatory assets
AtlasMembers
David’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
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Maria E. PichardoChief Executive Officer, Pichardo Asset Management, S.A. De C.V.
- Jose M. CastanedaOperations Director, Pichardo Asset Management, S.A. De C.V.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.