Discovery Americas Capital S. De R.L.De C.V. is a large advisory firm based in Mexico City. It manages $708.67 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2017.
Discovery Americas Capital S. De R.L.De C.V provides portfolio management for pooled investment vehicles and portfolio mgmt for mexican certificados de capital de desarrollo & mexican certificados de capital de proyectos de inversion. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Discovery Americas Capital S. De R.L.De C.V. is $708.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and $708.67 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Discovery Americas Capital S. De R.L.De C.V. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Discovery Americas Capital S. De R.L.De C.V is pooled investment vehicles with 7 clients and $708.67 million of assets under management. Among the 10 most similar advisory firms, Discovery Americas Capital S. De R.L.De C.V has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $708.67 million for 7 clients. 100% of the firm’s clients are foreign persons or businesses.
Discovery Americas Capital S. De R.L.De C.V also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $1,000,000.
The company employs 20 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Discovery Americas Capital S. De R.L.De C.V. performs its advisory services is located at Paseo De La Reforma 115, Floor 16, Mexico City, 11000, which is also the mailing address of the firm. An additional office of the firm is in Mount Kisco, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (52 55) 5284 2490. The normal business hours are 9:00 am to 5:00pm on Monday - Friday. You can find more information about the New York firm at discoveryamericas.com.