Investment adviser · CRD 306723

CARTA FINANCIERA

Investment adviser filing (IA)

CARTA FINANCIERA SA.

TORTOLA, British Virgin Islands · Form ADV filed Mar 24, 2026

Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 24, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

281 WATERFRONT DRIVE, TRIDENT CHAMBERS, ROAD TOWN
TORTOLA, 1110, British Virgin Islands

CRD 306723

Filing source

Form ADV 2072309 · Mar 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.