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B1 FINANCIAL
B1 FINANCIAL is an SEC-registered investment adviser in AVENTURA, FL. The firm manages approximately $40 million in regulatory assets. It has 4 employees and 4...
B1 FINANCIAL
B1 FINANCIAL is an SEC-registered investment adviser in AVENTURA, FL. The firm manages approximately $40 million in regulatory assets. It has 4 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
Latin America
Country
United States
City
Aventura
Corporate office
Miami, Florida, United States
Additional offices
Bogotá, Colombia
Principals
Alejandro Bautista
Founder & CEO
Carlos Medina
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at B1 FINANCIAL?
Alejandro Bautista is founder and CEO, overseeing all investment strategy. Carlos Medina serves as Managing Partner and leads deal sourcing in Colombia. Investment decisions are made by a committee of the firm's partners and family representatives.
Is B1 FINANCIAL a single family office or does it operate more like a venture firm?
B1 FINANCIAL is a multi-family office. It manages capital from several Latin American families but does not raise outside third-party capital. The firm's structure allows families to co-invest in direct deals while maintaining individual portfolios.
What investment stages does B1 FINANCIAL typically target?
The firm targets direct investments in private equity, real estate, and infrastructure. It does not typically participate in venture capital but has made select early-stage investments. B1 FINANCIAL prefers growth equity and buyout transactions in Latin America.
Where does the underlying wealth come from?
The wealth originates from Latin American industrial families, primarily from Colombia and Mexico. The firm does not disclose individual family names but states the wealth was generated in manufacturing, energy, and agribusiness.
Does B1 FINANCIAL participate in fund commitments or only direct deals?
The firm primarily does direct co-investments and club deals alongside other family offices. It also makes selective fund commitments to Latin American-focused private equity and infrastructure funds.
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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