M
CRD: 310936
Mercor Investment Group
Puebla, 72000
52 222 246 21 67
$41.6M Total AUM
$41.6M Disc. AUM
16.8% 3Y CAGR
1 Employees
62 ADV. Clients
16 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2010
- Office Locations
- 1
Office Locations
18 Oriente 205 Despacho 1 Col. Centro Puebla --
About Mercor Investment Group
Mercor Investment Group is a Puebla-based RIA. The firm has been operating for 16 years. Managing $41.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$41.6M AVG AUM / ADVISOR
$671.5K AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Accredited Investors
Wave
Asset Classes
Vector
Investment Themes
Oak Prime quantum Bridge insight
Investment Vehicles
Foundation atlas
Services
Vector
Owner & Executives
J
JUAN FRANCISCO MATIENZO LAFFOURCADE
Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
(631) 305-5275
zenith.foundation@crestcapital.com
in linkedin.com/in/zenith-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,633,589 | $1,343,019 |
| Non-Discretionary | $0 | -- |
| Total | $41,633,589 | $1,343,019 |
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Separately Managed Accounts
Total SMA Asset: $41,633,589
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,297,724,560 | 100.0% |
| Total | $7,297,724,560 | 100.0% |