Overview
Assets Under Management: $851 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 4
Average Client Assets: $26.9 million
Frequently Asked Questions
AZTLAN EQUITY MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286360), AZTLAN EQUITY MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AZTLAN EQUITY MANAGEMENT, LLC is headquartered in MCLEAN, VA.
AZTLAN EQUITY MANAGEMENT, LLC serves 4 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, AZTLAN EQUITY MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
AZTLAN EQUITY MANAGEMENT, LLC manages $851 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, AZTLAN EQUITY MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.64%
Average Client Assets: $26.9 million
Total Client Accounts: 15
Discretionary Accounts: 14
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 286360
Filing ID: 2064409
Last Filing Date: 2026-03-31 19:05:29