Overview
CENFAM is an independent Multi‐Family office, owned by Marcelo Mendoza. CENFAM has been in business since
July 2016. The Firm’s independence and expertise allow it to achieve its mission of helping clients make more informed
financial related decisions. CENFAM typically acts as an intermediary between the financial entities selected by the
client, (banks, brokers, custodians) and the client. CENFAM generally does not exercise discretion over client assets.
Clients may or may not decide to act on suggestions given by CENFAM. There may be circumstances in which the
client continues to manage the communication with the financial entities and seek guidance from CENFAM. The client
may also look to CENFAM to identify external advisors such as law firms, accountants, investment banks, custodians,
etc. and to advice on non-securities asset classes such as real estate, artwork and collectibles.
CENFAM primarily provides advisory services to high net worth and
ultra-high net worth individuals and families
domiciled mainly outside of the U.S. Bearing in mind each client’s objectives and constraints, including, for example,
capital growth and income requirements, or reasonable investment restrictions on certain securities or types of
securities, CENFAM tailors its advisory services to the individual needs of each client. We are held to a fiduciary
standard that covers our entire investment advisory relationship with you. For example, we are required to monitor
your portfolio, investment strategy and investments on an ongoing basis. We are required to identify and eliminate
conflicts of interest or tell you about them in a way you can understand so that you can decide whether or not to agree
to them.
As of January 31,2023, CENFAM managed client assets of USD$428,641,705 in Non‐Discretionary Regulatory
Assets Under Management and $209,567,051in assets under advisement.