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Multi-Family OfficeRIA · CRD 323539State-Registered Investment Adviser

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B1 FINANCIAL

B1 FINANCIAL is a state-registered investment adviser in AVENTURA, FL. The firm manages approximately $40 million in regulatory assets. It has 3 employees...

Overview

B1 FINANCIAL is a state-registered investment adviser in AVENTURA, FL. The firm manages approximately $40 million in regulatory assets. It has 3 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

Private EquityReal EstateInfrastructureVenture CapitalPrivate Credit

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.

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.

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