# Aztlan Equity Management, LLC

> Aztlan Equity Management, LLC is an SEC-registered investment advisory firm in McLean, VA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 286360
- Filed as: AZTLAN EQUITY MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286360
- AdvisorCensus page: https://advisorcensus.com/firm/aztlan-equity-management-llc-mclean-va-286360

## Quick answers

**How is Aztlan Equity Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aztlan Equity Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aztlan Equity Management, LLC located?**
Aztlan Equity Management, LLC's principal office is in McLean, VA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Aztlan Equity Management, LLC registered with the SEC or a state?**
Aztlan Equity Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 286360.

**How much does Aztlan Equity Management, LLC manage?**
Aztlan Equity Management, LLC reports $851,056,828 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (61% discretionary).

**How have Aztlan Equity Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Aztlan Equity Management, LLC: Regulatory assets under management: $150,000,000 in the October 2021 data and $851,056,828 in the October 2026 data, up 467%. Total employees: 7 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aztlan Equity Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (9); high net worth individuals (4); individuals (other than high net worth individuals) (2).

**Which custodians does Aztlan Equity Management, LLC use?**
Aztlan Equity Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Chase Bank NA as a custodian holding 10% or more of its separately managed account assets.

**Does Aztlan Equity Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286360

**What changed in Aztlan Equity Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 0. Regulatory assets under management went from $582,930,000 to $851,056,828 (+46%). Added an office in Monterrey, Nl. No longer lists an office in McLean, VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- JP Morgan Chase Bank NA

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $851,056,828
- Discretionary: $517,072,498
- Non-discretionary: $333,984,330

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,466,297 |
| High net worth individuals | 4 | $107,581,204 |
| Investment companies | 9 | $408,024,997 |
| Other | 1 | $333,984,330 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Monterrey, Nl

### Websites listed on Form ADV (Item 1.I)
- aztlanem.com
- aztlanetfs.com
- LinkedIn @aztlan-equity-management-llc
- YouTube @aztlanequitymanagementllc3553

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,000,000 | 7 | June 3, 2021 |
| October 2022 | $150,000,000 | 7 | March 31, 2022 |
| October 2023 | $188,236,313 | 9 | April 19, 2023 |
| October 2024 | $290,000,000 | 15 | April 1, 2024 |
| October 2025 | $582,930,000 | 15 | April 9, 2025 |
| October 2026 | $851,056,828 | 10 | March 31, 2026 |

Regulatory assets under management: $150,000,000 in the October 2021 data and $851,056,828 in the October 2026 data, up 467%.
Total employees: 7 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 0.
- Regulatory assets under management went from $582,930,000 to $851,056,828 (+46%).
- Added an office in Monterrey, Nl.
- No longer lists an office in McLean, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aztlan Equity Management, LLC (CRD 286360): Form ADV filing data as of October 2026.