# Carta Financiera

Carta Financiera is a RIA based in Tortola, Mexico.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tortola, Mexico
- **Region:** Latin America
- **Address:** Monterrey, Nuevo León, Mexico
- **Assets under management:** Undisclosed
- **Website:** carta-financiera.com

## Regulatory record

- **CRD number:** 306723
- **SEC file number:** 801-118705
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306723

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## People

- 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

## 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.

## Related profiles

- [CL Family Consulting LLC](https://altss.com/profile/cl-family-consulting-llc)
- [MASECO Asset Management Limited](https://altss.com/profile/maseco-asset-management-limited)

---

Last updated: 2026-08-11T15:06:20.694Z

Canonical page: https://altss.com/profile/carta-financiera

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology