other names
AZTLAN Equity Management, LLC is an independent investment adviser specializing in global small and mid cap equity strategies. AZTLAN was founded in 2016 and is an exempt reporting adviser registered in the state of Virginia; we have presence in Monterrey, Mexico and Hong Kong. Our firm manages individual funds as well as separately managed accounts across three discrete strategies: Emerging and Frontier (EMF), Developed Markets Ex USA (DMXUS) and Developed Markets (DM) Investment Philosophy We are passionate about investing in free cash flow generating businesses. We select stocks by determining relative attractiveness based on fundamental analysis seeking high and sustainable: free cash flow generation, competitive advantages, earnings growth, capital returns, balance sheet quality, corporate governance standards. We strictly adhere to classic valuation principles: Buy-sell actions determined by assessing intrinsic value and margin of safety. Investment Process We follow a disciplined investment process: 1) Proprietary quantitative screens and models to identify stocks that exhibit our targeted investment characteristics, 2) Intensive fundamental research, analysis and valuation on a narrow cross section of stocks. 3) Pick stocks to build concentrated portfolios with a business co-ownership approach and a long-term investment horizon. 4) Re-balancing and long-term constructive engagement with portfolio companies.

Adviser Profile

As of Date 04/09/2025
Adviser Type - Large advisory firm
Number of Employees 15 114.29%
of those in investment advisory functions 1 -85.71%
Registration SEC, Approved, 07/02/2021
Other registrations (2)
Former registrations

AZTLAN EQUITY MANAGEMENT, LLC

AUM* 582,930,000 288.62%
of that, discretionary 382,930,000 155.29%
Private Fund GAV* 30,524,006 70.17%
Avg Account Size 34,290,000 174.32%
% High Net Worth 35.29% -22.35%
SMA’s No
Private Funds 4 1
Contact Info 011 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

150M 129M 107M 86M 64M 43M 21M
2021 2022
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$16,998,049
Fund TypeOther Private Fund Count1 GAV$13,525,957

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser FCCI CONSULTING, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM170.8m #Funds-
Adviser WHETSTONE CAPITAL ADVISORS Hedge Fund350.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.9m Total Private Fund GAV353.3m AUM353.3m #Funds3
Adviser WATERWHEEL CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund51.3m Total Private Fund GAV51.3m AUM137.6m #Funds5
Adviser FIDELITY DIVERSIFYING SOLUTIONS LLC Hedge Fund2.1b Liquidity Fund- Private Equity Fund918.6m Real Estate Fund25.0m Securitized Asset Fund- Venture Capital Fund- Other Fund310.6m Total Private Fund GAV3.4b AUM9.7b #Funds18
Adviser ALTA FOX CAPITAL MANAGEMENT, LLC Hedge Fund557.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund6.4m Total Private Fund GAV563.7m AUM563.7m #Funds2
Adviser VALKYRIE FUNDS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM258.6m #Funds-
Adviser ATOPAC PARTNERS, LP Hedge Fund238.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund16.7m Total Private Fund GAV255.0m AUM- #Funds3
Adviser BFI CONSULTING AG Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM- #Funds-
Adviser GALENA ASSET MANAGEMENT (ASIA) PTE. LTD Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund81.0m Total Private Fund GAV81.0m AUM- #Funds1
Adviser WEST MOUNTAIN, LLC Hedge Fund52.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.7m Total Private Fund GAV54.6m AUM- #Funds3

Brochure Summary