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Afore Inbursa
Afore Inbursa was established in 1996 as the retirement-fund arm of Grupo Financiero Inbursa. Carlos Slim Helú remains the ultimate controlling shareholder;...
Afore Inbursa
Afore Inbursa was established in 1996 as the retirement-fund arm of Grupo Financiero Inbursa. Carlos Slim Helú remains the ultimate controlling shareholder; his son Marco Antonio Slim Domit serves as chairman of the parent group. The fund allocates across sovereign debt, real-estate development vehicles and listed equities. Confirmed holdings include Vertex Real Estate CKD, Walton Street Capital México CKD and FIBRA Orion. It also maintains exposure to Mexican government bonds and maintains board seats at Procesar and Glycosyn. Activity is concentrated in Mexico with limited cross-border positions in the United States. Assets under management stand at 8.9 billion dollars. The firm belongs to AMAFORE and maintains relationships with Deloitte as external auditor and Banco Inbursa as custodian. In October 2025 a representative spoke at the Milken Institute Global Conference on pension investment strategy. Governance flows through the Slim family holding structure rather than an independent investment committee. This architecture ties mandate decisions to the broader Grupo Financiero Inbursa platform and its regulatory obligations under CONSAR.
General information
Firm type
Pension Fund
Year founded
1996
Location
Region
North America
Country
Mexico
City
Mexico City
Corporate office
3500, Inbursa Building, Planta Baja Col. Peña Pobre, Tlalpan, CP 11000, Mexico City, Mexico
Principals
Marco Antonio Slim Domit
Chairman of Grupo Financiero Inbursa
Sector focus
Frequently asked questions
Who runs investment decisions at Afore Inbursa?
Decisions sit inside Grupo Financiero Inbursa under chairman Marco Antonio Slim Domit. The firm reports to CONSAR and follows the regulatory framework for Mexican Afores.
Does Afore Inbursa participate in fund commitments or only direct deals?
The fund invests through CKD vehicles, FIBRAs and listed equities. It holds minority positions in real-estate projects and maintains board representation at selected operating companies.
Where does the underlying wealth come from?
Afore Inbursa is controlled by Carlos Slim Helú through Grupo Financiero Inbursa. The pension assets derive from mandatory retirement contributions of Mexican workers.
What investment stages does Afore Inbursa typically target?
The mandate focuses on income-producing real estate, infrastructure-linked FIBRAs and liquid fixed-income instruments. It does not pursue early-stage venture capital.
How is Afore Inbursa related to Grupo Carso?
Grupo Carso is a sister conglomerate within the Slim family empire. Afore Inbursa maintains a long equity position in the listed entity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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