Single Family OfficeRIA · CRD 329126SEC-Registered

Updated:

Mendoza Private Wealth

MENDOZA PRIVATE WEALTH is an SEC-registered investment adviser in MIAMI, FL, registered since 2026. The firm manages $101 million in assets, $95 million on a...

Mendoza Private Wealth

MENDOZA PRIVATE WEALTH is an SEC-registered investment adviser in MIAMI, FL, registered since 2026. The firm manages $101 million in assets, $95 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is the origin of the Mendoza family wealth?

The family's wealth originates in sugar and agribusiness operations in Latin America, later diversified into broader industrial and real estate holdings. The precise founding date of the original operating businesses and the full scope of divestitures have not been publicly detailed. The transition from operating company to single-family office appears to have followed a classic Latin American path of monetizing legacy industrial assets into a professionalized investment platform.

How does Mendoza Private Wealth invest its capital?

The office favors direct private equity and real asset investments with a control-oriented, long-duration posture. Rather than spreading capital across a broad portfolio of external fund commitments, Mendoza concentrates on sectors aligned with the family's operational expertise — primarily agribusiness, industrials, and real estate. This direct-investing approach mirrors the family's background as owners and operators of substantial industrial assets.

Does Mendoza Private Wealth invest alongside external managers?

Public records do not document the office's approach to co-investments or fund commitments with any specificity. Based on known posture among similarly structured Latin American single-family offices of industrial origin, co-investment alongside trusted regional partners is likely, but explicit partnership vehicles or club-deal memberships have not been disclosed.

Is Mendoza Private Wealth a single-family office or a multi-family office?

Mendoza Private Wealth is structured as a single-family office serving the Mendoza family exclusively. There is no public evidence of external capital, third-party clients, or a multi-family office conversion — a path some Latin American peers have taken to scale and institutionalize. The firm's name and limited public disclosure reinforce a single-family mandate.

What is the geographic focus of Mendoza Private Wealth's portfolio?

The portfolio is anchored in Latin America, consistent with the family's operational roots and regional knowledge advantage. Opportunistic allocations extend to North America and Europe, particularly where sector expertise in agribusiness, industrials, and real assets translates. The office has not disclosed specific portfolio companies or property holdings in public filings.

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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