Bank / Wealth / TrustRIA · CRD 317730SEC-Registered

Updated:

Nuclo Wealth

Nuclo Wealth was founded in 2021 by a team that previously ran investment strategy at Tresalia Capital, one of Latin America's most sophisticated single-family...

Nuclo Wealth logo

Nuclo Wealth

Nuclo Wealth was founded in 2021 by a team that previously ran investment strategy at Tresalia Capital, one of Latin America's most sophisticated single-family offices. The firm operates as a dual-office RIA regulated by the Texas State Securities Board and the Investment Advisers Act of 1940, with its original presence dating to 2019 in Ciudad de México. The firm invests across more than 13 asset classes. Its stated investment universe spans private equity, venture capital, equities, fixed income, and real estate, among others. The team designs fully discretionary and non-discretionary portfolios emphasizing cross-border structuring and multi-generational governance. No specific portfolio company names have been publicly disclosed. Its geographic footprint centers on the United States and Mexico. Nine professionals run the platform. The leadership team includes CEO Mauricio Brocado and Co-Chief Investment Officer Emilio Sosa, alongside Alejandro Correa heading asset management and Julian Castillo overseeing risk. The firm maintains a registered Houston headquarters and a legacy advisory base in Mexico City that predates the US incorporation. No adjacent philanthropic vehicles or operating businesses have been publicly identified. Its structural edge is the imprint of Tresalia Capital. The founding team’s tenure inside a multi-billion-dollar single-family office means Nuclo Wealth operates with a governance rigor and multi-asset mandate that mimic an internal family investment committee — but available to external clients who gain institutional infrastructure without building it in-house.

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Houston

Corporate office

Houston, Texas, United States

Additional offices

Ciudad de México, Mexico

Principals

Mauricio Brocado

CEO

Emilio Sosa

Wealth Advisor & Co-Chief Investment Officer

Sector focus

Private EquityVenture CapitalReal EstateFixed IncomeEquities

Frequently asked questions

Who runs investment decisions at Nuclo Wealth?

Co-Chief Investment Officer Emilio Sosa and CEO Mauricio Brocado lead investment strategy. Both came from Tresalia Capital, the family office of Maria Asunción Aramburuzabala, where they managed multi-asset portfolios for over a decade. Alejandro Correa runs day-to-day asset management.

How does Nuclo Wealth source proprietary deal flow?

The firm draws on its deep institutional relationships in Mexico and the United States built during the team's tenure at Tresalia Capital. It does not claim proprietary origination in public materials, instead emphasizing access to a broad institutional platform spanning more than 13 asset classes.

Is Nuclo Wealth structured as a single family office or an independent RIA?

Nuclo Wealth is an independent registered investment adviser, not a single family office. Its founders previously worked at Tresalia Capital, the single-family office of a Mexican billionaire, and designed Nuclo as an external advisory firm delivering that same institutional discipline to other families.

Does Nuclo Wealth maintain philanthropic structures, and how are they separated?

No philanthropic foundation or donor-advised fund structure has been publicly disclosed in connection with Nuclo Wealth. The firm's materials focus exclusively on investment advisory, portfolio management, and family governance.

Where does the underlying wealth of Nuclo's clients typically come from?

The firm does not disclose its client base. References to its origins in Mexico and the cross-border emphasis suggest a concentration of Latin American wealth, particularly families who built fortunes in Mexico and seek US-based institutional management.

What is Nuclo Wealth's known posture on co-investments alongside external GPs?

Nuclo has not publicly articulated a co-investment program. Its published materials describe discretionary and non-discretionary advisory rather than direct principal investing or GP-adjacent co-investment vehicles.

How is Nuclo Wealth related to Tresalia Capital?

Nuclo's founding team spent more than 10 years at Tresalia Capital, the family office of Maria Asunción Aramburuzabala. Nuclo is an independent firm and not a subsidiary or affiliate of Tresalia; the relationship is one of institutional lineage and shared personnel history.

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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Houston Bank / Wealth / Trust profiles