Private fund adviser · Mexico City, Mexico
Navalfa Activos Alternativos
Alveo Wealth Management, LLC · SEC-registered investment adviser · CRD 166898 · SEC 801-106917
At a glance
Navalfa Activos Alternativos is an SEC-registered investment adviser based in Mexico City, Mexico, with $9 million in regulatory assets under management as of its Form ADV filed February 10, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 10 individual clients. By Form ADV it is a private fund adviser, ranked 4,655th of 4,686 private fund advisers and 16,302nd of 17,210 SEC-registered advisers by assets.
Main office +525537016429As filed on Form ADV
- Regulatory AUM
- $9M
- Rank among private fund advisers
- #4,655 of 4,686
- Rank among all SEC RIAs
- #16,302 of 17,210
- Individual clients
- 10
- High-net-worth clients
- 10
- Accounts
- 13
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Joaquin GaribayPresident/cio
- Guadalupe Villar EspinosaCCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $7M | 74% |
| High-net-worth individuals | 10 | $2M | 26% |
Disciplinary disclosures
Navalfa Activos Alternativos 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
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Navalfa Activos Alternativos
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, ten years of filings
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- Growth over one, three and five years
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- Rank against 47 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Background
Questions
How much does Navalfa Activos Alternativos manage?
Navalfa Activos Alternativos reports $9 million in regulatory assets under management across 13 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 10, 2026.
What kind of firm is Navalfa Activos Alternativos?
Navalfa Activos Alternativos is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Navalfa Activos Alternativos’s clients?
By assets, its largest client types are pooled investment vehicles ($7 million, 3 clients); high-net-worth individuals ($2 million, 10 clients).
Does Navalfa Activos Alternativos have any disciplinary history?
Navalfa Activos Alternativos 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 Navalfa Activos Alternativos’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 (2026-02-10), 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 →