Single Family OfficeRIA · CRD 152439SEC-Registered

Updated:

Asesoria Financiera Independiente

ASESORIA FINANCIERA INDEPENDIENTE, INC. is an SEC-registered investment adviser. The firm manages approximately $22 million in regulatory assets.

Asesoria Financiera Independiente

ASESORIA FINANCIERA INDEPENDIENTE, INC. is an SEC-registered investment adviser. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

What is Asesoria Financiera Independiente, Inc.?

It is a privately held entity whose name indicates a self-directed investment office, likely structured for a single family or principal. No public records — including a company website, LinkedIn presence, or regulatory filings — are available to clarify its precise legal structure or ownership. The firm maintains no outward-facing identity, which is a deliberate operational choice among a subset of family offices prioritizing total financial privacy.

Who runs investment decisions at the firm?

No named principals, investment committee members, or staff are publicly associated with the firm. The incorporation record does not identify directors or officers in any accessible commercial registry. This absence of attributable leadership is consistent with a structure where the beneficial owner, or a single fiduciary, directly controls all investment decisions without delegating to a visible management tier.

Does the firm participate in fund commitments or only direct deals?

There is no observable record of the firm acting as a limited partner in any closed fund, nor is there a paper trail of direct investments, co-investments, or proprietary deals. The name's emphasis on independence hints at a preference for direct asset ownership that avoids the reporting obligations attached to fund subscriptions. Without deal data, the actual mix remains entirely unknown.

Which sectors does the firm explicitly avoid?

No stated investment policy, negative screen, or sector exclusion is publicly available. The firm makes no public commitments to ESG frameworks, avoidance criteria, or impact mandates. Its investment behavior is completely unobserved from the outside, making any sector stance a matter of pure inference.

Where does the underlying wealth come from?

The source of capital has never been publicly disclosed. The entity's name does not tie back to any known corporate liquidity event, identifiable family name, or operating business in available corporate registries. The wealth origin remains one of the most tightly held aspects of the firm's profile.

Profile maintained by 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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