INTERCAM ADVISORS, INC.

UUID6952770f-1df3-5352-ae80-c91f646f8a0b

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	153799	153799	—	1.0
sec_file_number	801-123538	801-123538	—	—

HQ CityMIAMI

HQ StateFL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-07-16 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
GARCIA LECUONA, EDUARDO	SHAREHOLDER	OFFICER	—	{"filing_id": "2017763", "owner_id": "5510056", "source": "adv_part1", "table": "Schedule_A_B"}
GRUPO INTERCAM, S.A. DE C.V.	OWNER	OFFICER	—	{"filing_id": "2017763", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
INTERCAM HOLDINGS, INC.	OWNER	OFFICER	—	{"filing_id": "2017763", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
JONES, JONATHAN, PATRICK	CFO	OFFICER	—	{"filing_id": "2017763", "owner_id": "4635401", "source": "adv_part1", "table": "Schedule_A_B"}
NEALON, TIFFANY	CHIEF COMPLIANCE OFFICER & AML COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017763", "owner_id": "4858359", "source": "adv_part1", "table": "Schedule_A_B"}
VIDAURRI, EVERARDO	DIRECTOR; CHIEF EXECUTIVE OFFICER;	OFFICER	—	{"filing_id": "2017763", "owner_id": "2340353", "source": "adv_part1", "table": "Schedule_A_B"}
VALENZUELA, CARLOS, ENRIQUE	DIRECTOR	EMPLOYEE	—	{"filing_id": "2017763", "owner_id": "1821828", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.