AdvisorCensus / Financial advisors / Impulsora del Fondo Mexico, SC
Impulsora del Fondo Mexico, SC
Filed as IMPULSORA DEL FONDO MEXICO, SC
Impulsora del Fondo Mexico, SC is an SEC-registered investment advisory firm in Cdmx, Mexico, registered since 1981, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Impulsora del Fondo Mexico, SC compensated?
On its Form ADV (Item 5.E, October 2026), Impulsora del Fondo Mexico, SC 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 Impulsora del Fondo Mexico, SC located?
Impulsora del Fondo Mexico, SC's principal office is in Cdmx, Mexico, according to its Form ADV.
Is Impulsora del Fondo Mexico, SC registered with the SEC or a state?
Impulsora del Fondo Mexico, SC is an SEC-registered investment advisory firm, registered since 1981. Status as filed: Approved. CRD 105298.
How much does Impulsora del Fondo Mexico, SC manage?
Impulsora del Fondo Mexico, SC reports $333,532,759 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).
How have Impulsora del Fondo Mexico, SC's assets and staff changed since 2021?
In the Form ADV data for Impulsora del Fondo Mexico, SC: Regulatory assets under management: $239,094,078 in the October 2021 data and $333,532,759 in the October 2026 data, up 39%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Impulsora del Fondo Mexico, SC serve?
By number of clients on Form ADV Item 5.D: investment companies (1).
Does Impulsora del Fondo Mexico, SC 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/105298
What changed in Impulsora del Fondo Mexico, SC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $246,705,240 to $333,532,759 (+35%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$333,532,759 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1981 (45 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $333,532,759 | 5 | March 23, 2026 |
| October 2025 | $246,705,240 | 5 | March 18, 2025 |
| October 2024 | $347,803,998 | 5 | March 19, 2024 |
| October 2023 | $266,938,574 | 5 | March 24, 2023 |
| October 2022 | $275,682,992 | 5 | March 10, 2022 |
| October 2021 | $239,094,078 | 5 | March 8, 2021 |
Regulatory assets under management: $239,094,078 in the October 2021 data and $333,532,759 in the October 2026 data, up 39%.
Total employees: 5 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $246,705,240 to $333,532,759 (+35%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Impulsora del Fondo Mexico, SC (CRD 105298): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/impulsora-del-fondo-mexico-sc-cdmx-105298