Data / Investment advisers / Virginia / Aztlan Equity Management, LLC
Aztlan Equity Management, LLC, McLean, VA: $851 million AUM, SEC registered investment adviser
Aztlan Equity Management, LLC is an SEC registered investment adviser with its main office in McLean, Virginia and reports $851 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include investment companies, high net worth individuals and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 286360
- SEC file number
- 801-121682
- SEC status
- Approved, effective July 2, 2021
- Main office
- 1751 Pinnacle Drive Suite 600, McLean, VA 22102
- Phone
- 01-703-47-8020
- Website
- aztlanem.com
- Regulatory AUM
- $851,056,828 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $517,072,498
- Non discretionary AUM
- $333,984,330
- Accounts
- 15
- Employees
- 10
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 3 hedge funds, 1 other private fund
- Gross assets of private funds
- $30,524,006
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 9 | $408 million |
| High net worth individuals | 4 | $107.6 million |
| Individuals (other than high net worth individuals) | 2 | $1.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $851.1 million | March 31, 2026 |
| December 1, 2025 | $582.9 million | April 9, 2025 |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aegis Financial Corporation | McLean | $1.37 billion | Not listed | adviserinfo.sec.gov |
| Aldrich Capital Partners LLC | McLean | $1.12 billion | 14 | adviserinfo.sec.gov |
| FJ Capital Management LLC | McLean | $1.08 billion | 4 | adviserinfo.sec.gov |
| Pointoak Retirement Advisors | McLean | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Brown | Miller Wealth Management, LLC | McLean | $991.1 million | Not listed | adviserinfo.sec.gov |
| Centurion Wealth Management | McLean | $786.2 million | Not listed | adviserinfo.sec.gov |
| Kah Capital Management, LLC | McLean | $605.3 million | 2 | adviserinfo.sec.gov |
| Olio Financial Planning | McLean | $600.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Aztlan Equity Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.