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Asset manager · McLean, VA

Aztlan Equity Management, LLC

SEC-registered investment adviser · CRD 286360 · SEC 801-121682

At a glance

Aztlan Equity Management, LLC is an SEC-registered investment adviser based in McLean, Virginia, with $851 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is investment companies, and it reports 6 individual clients. By Form ADV it is a asset manager, ranked 1,436th of 3,218 asset managers and 5,893rd of 17,210 SEC-registered advisers by assets.

Main office +01703478020aztlanem.comLinkedInAs filed on Form ADV

Regulatory AUM
$851M
Rank among asset managers
#1,436 of 3,218
Rank among all SEC RIAs
#5,893 of 17,210
Rank in Virginia
#90 of 300
Individual clients
6
High-net-worth clients
4
Accounts
15
Discretionary
61% of AUM
Employees
10
Advisory staff
0
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

Who it serves

Client typeClientsRegulatory AUMShare
Investment companies9$408M48%
Other1$334M39%
High-net-worth individuals4$108M13%
Individuals2$1M<1%

Private funds

Aztlan Equity Management, LLC reports 4 private funds with $31M in gross assets: hedge funds, other private funds (Form ADV Item 7.B).

Disciplinary disclosures

Aztlan Equity Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles

How it’s paid

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

AtlasMembers

The full record on Aztlan Equity Management, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 4 years of filings
Locked
Growth over one, three and five years
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Rank against 1,015 peers of its type and size
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Owners and executives, with titles and stakes
1 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
2Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Aztlan Equity Management, LLC manage?

Aztlan Equity Management, LLC reports $851 million in regulatory assets under management across 15 accounts, 61% of it on a discretionary basis, on its Form ADV filed March 31, 2026.

What kind of firm is Aztlan Equity Management, LLC?

Aztlan Equity Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Aztlan Equity Management, LLC’s clients?

By assets, its largest client types are investment companies ($408 million, 9 clients); other ($334 million, 1 clients); high-net-worth individuals ($108 million, 4 clients).

Does Aztlan Equity Management, LLC manage private funds?

Yes. It reports 4 private funds with $31 million in gross assets, including hedge funds, other private funds.

Does Aztlan Equity Management, LLC have any disciplinary history?

Aztlan Equity Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Aztlan Equity Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →