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Banorte Asset Management, Inc.

● SEC registered since 2019CRD 290555SEC# 801-114865Houston, TX
Export (members)
Reg. AUM
$661.2M
Employees
40
Accounts
869
Location
Houston, TX

Banorte Asset Management, Inc. assets under management

Banorte Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2019. It reports $661.2 million in regulatory assets under management and employs 40 people.

Banorte Asset Management, Inc. owners & executives

14 reported
NameTitleOwnershipSince
Banorte Securities Holdings International, Inc. ControlSole Shareholder Of ApplicantOver 75%1999
Federico Adrian Huerta Rivera ControlDirector Of Quality ControlUnder 5%2026
Ivan Dario Urriago Figueroa ControlAml CoUnder 5%2024
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Frequently asked questions

How much does Banorte Asset Management, Inc. manage?

Banorte Asset Management, Inc. reports $661.2 million in regulatory assets under management on its Form ADV.

How many employees does Banorte Asset Management, Inc. have?

Banorte Asset Management, Inc. reports 40 employees.

Where is Banorte Asset Management, Inc. located?

Banorte Asset Management, Inc. is based in Houston, TX and has been SEC-registered since 2019.

Does Banorte Asset Management, Inc. disclose fund performance?

Banorte Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5075 Westheimer, Suite 975w, Houston, TX 77056
Phone713-980-4600
Office hours8:00a.m. To 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Regulatory AUM

$661.2M▲ 96%
Mar '25 — $336.9MApr '25 — $336.9MMay '25 — $336.9MJun '25 — $336.9MJul '25 — $336.9MAug '25 — $336.9MSep '25 — $336.9MOct '25 — $336.9MNov '25 — $336.9MDec '25 — $336.9MJan '26 — $336.9MFeb '26 — $336.9MMar '26 — $661.2MApr '26 — $661.2MMay '26 — $661.2MJun '26 — $661.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers

Assets under management

$661.2Mregulatory AUM
Discretionary $516.8MNon-discretionary $144.4M