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Carta Financiera
Carta Financiera S.A. specializes in professional wealth management and financial advisory for local and international clients. The firm has experience in...
Carta Financiera
Carta Financiera S.A. specializes in professional wealth management and financial advisory for local and international clients. The firm has experience in investment fund management, administering institutional mandates and collective strategies under international standards. It offers Investment Management, Fund Management, and related services as a Registered Investment Advisor in Categories 3 and 4.
General information
Firm type
RIA
Location
Region
Latin America
Country
Mexico
City
Tortola
Corporate office
Monterrey, Nuevo León, Mexico
Principals
Miguel Boggiano
Founder & Director
Tomás Olivera
Founder & CEO
Agustín Beret
Managing Partner
Blas Díaz Saubidet
Portfolio Manager
Juan Pablo Asprella
Head of Sales & Financial Advisor
Santiago Arrastoa
Sales & Financial Advisor
Máximo Portais
Sales Advisor
Sector focus
Frequently asked questions
What investment stages does Carta Financiera typically target?
Carta Financiera focuses on private credit for mid-market companies and development-stage real estate and infrastructure projects in Latin America. Stage preferences are not specified beyond these asset classes.
Which sectors does Carta Financiera explicitly avoid?
The firm has not publicly disclosed any excluded sectors. Its known focus areas—private credit, real estate, and infrastructure—imply a tilt toward hard assets and yield-generating instruments rather than venture-stage technology.
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