{ "crd_number": 324211, "slug": "mfg-family-office-llc-cdmx-324211", "primary_business_name": "MFG FAMILY OFFICE LLC", "legal_name": "MFG FAMILY OFFICE LLC", "dbas": [], "city": "Cdmx", "state": null, "country": "Mexico", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-03-13", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-07-08", "carried_forward": false, "raum_total": 221836533.0, "raum_discretionary": 221836533.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "corporations_other_businesses": { "raum": 221836533.0, "count": 5 } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "other", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL" ], "websites": [ "https://mfgfamilyoffice.com/en" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324211", "city_as_filed": "CDMX", "url": "https://advisorcensus.com/firm/mfg-family-office-llc-cdmx-324211", "display_name": "MFG Family Office LLC", "summary": "MFG Family Office LLC is an SEC-registered investment advisory firm in Cdmx, Mexico, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.", "citation": "AdvisorCensus. MFG Family Office LLC (CRD 324211): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)", "Other" ], "quick_answers": [ { "q": "How is MFG Family Office LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), MFG Family Office LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other." }, { "q": "Where is MFG Family Office LLC located?", "a": "MFG Family Office LLC's principal office is in Cdmx, Mexico, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is MFG Family Office LLC registered with the SEC or a state?", "a": "MFG Family Office LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324211." }, { "q": "How much does MFG Family Office LLC manage?", "a": "MFG Family Office LLC reports $221,836,533 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary)." }, { "q": "How have MFG Family Office LLC's assets and staff changed since 2023?", "a": "In the Form ADV data for MFG Family Office LLC: Regulatory assets under management: $211,214,188 in the October 2023 data and $221,836,533 in the October 2026 data, up 5%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does MFG Family Office LLC serve?", "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (5)." }, { "q": "Which custodians does MFG Family Office LLC use?", "a": "MFG Family Office LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan, JP Morgan Suisse and Merrill Lynch, Pierce, Fenner & Smith Incorporated as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does MFG Family Office LLC report any disciplinary disclosures?", "a": "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/324211" }, { "q": "Does MFG Family Office LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated July 8, 2026 says: \"We generally require a minimum of $1,000,000 to open and maintain an advisory account. We may waive this requirement in our discretion if, for example, you appear to have significant potential for increasing assets under our management.\"" } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 211214188.0, "total_employees": 1, "filing_date": "2023-07-17" }, { "period": "2024-10-01", "regulatory_assets_under_management": 217054080.0, "total_employees": 1, "filing_date": "2024-03-20" }, { "period": "2025-10-01", "regulatory_assets_under_management": 212885823.0, "total_employees": 1, "filing_date": "2025-03-13" }, { "period": "2026-10-01", "regulatory_assets_under_management": 221836533.0, "total_employees": 1, "filing_date": "2026-07-08" } ], "recent_changes": [], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated July 8, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$1,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "We generally require a minimum of $1,000,000 to open and maintain an advisory account. We may waive this requirement in our discretion if, for example, you appear to have significant potential for increasing assets under our management." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 1000000.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "We generally require a minimum of $1,000,000 to open and maintain an advisory account. We may waive this requirement in our discretion if, for example, you appear to have significant potential for increasing assets under our management." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "JP Morgan", "name_as_filed": "JP MORGAN", "affiliated": false }, { "name": "JP Morgan Suisse", "name_as_filed": "JP MORGAN SUISSE", "affiliated": false }, { "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated", "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/mfg-family-office-llc-cdmx-324211.md", "clients": [ { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 5, "fewer_than_5": false, "raum": 221836533.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324211", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }