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Alejandro Tapia

HDI Capital LLC

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About Alejandro Tapia

Alejandro Tapia is a registered investment advisor representative with HDI Capital LLC. Alejandro specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles. Alejandro obtained his Series 65 license in August 2024.

Firm Information

Alejandro Tapia is currently registered with HDI Capital LLC. HDI Capital LLC is an investment adviser registered with the SEC and located in . The firm provides portfolio management services to businesses, individuals, and pooled investment vehicles. The firm has $5,317,668 in regulatory assets under management, with approximately $4,275,603 of those assets belonging to corporations or other businesses and $1,042,065 belonging to individuals other than high-net-worth individuals. The firm's website is https://hdicap.com/.

$5.32M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alejandro Tapia’s Registration & Firm History

NA

01/16/2025 - Present

HDI Capital LLC (MEXICO CITY )

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alejandro Tapia.
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