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Baltasar Peral Robinson Bours

CRD# 7787742·Registered 2023 - 2024
Previously Registered: Being a previously registered professional could mean that Baltasar is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Baltasar Peral Robinson Bours, who also goes by Baltasar Peral Robinson Bours, was a registered financial advisor. Baltasar was a previously registered financial professional and started their career in finance 2023 - 2024. Baltasar had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Baltasar Peral Robinson Bours

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

3 years registered in the securities industry

Current & Past Employments

Past

MODUM ASSET MANAGEMENT LLCPast·CRD# 316200
RIA
Mexico City
November 14, 2023 - November 27, 2024

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Current Firm

MA
MODUM ASSET MANAGEMENT LLC

MODUM | MODUM PRIVATE WEALTH | MODUM ASSET MANAGEMENT LLC

CRD#: 316200 / SEC#: 801-130100
RIA
Registered Investment Advisory firm - SEC (5/16/2024 Approved)
New York
Registered Investment Advisory firm - New York (11/27/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Campos Elíseos 345 7th Floor, Office 701-a, Mexico City 11560

Mailing Address

8 The Green Suite 10820, Dover, DE 19901

Phone Number

(332) 261-7382

# of Employees

5

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MODUM FORM ADV PART 2A - MARCH 2026 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

82

AUM (Assets Under Management)

$283,243,767

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Megacable Holdings SAB de CV: non-investment related, address is Guadalajara, Jalisco, Mexico, nature of business is telecommunications, position and title is Shareholder, start date is October 12, 2016, number of hours devoted is 0, number of hours devoted during securities trading hours is 0, no duties BPG Agronegocios SPR de RL: non-investment related, address is Obregon, Sonora, Mexico, nature of business is production of fresh produce, grains and oil seeds, position and title is Operations Director, start date is August 1, 2011, number of hours devoted is 40 hours, number of hours devoted during securities trading hours is 0, duties include assisting with running operations for the company PRB Agroservicios SA de CV: non-investment related, address is Obregon, Sonora, Mexico, nature of business is agriculture services, position and title is Shareholder, start date is September 19, 2017, number of hours devoted is 0, number of hours devoted during securities trading hours is 0, no duties Cayenne Express SA de CV: non-investment related, address is Obregon, Sonora, Mexico, nature of business is distribution and logistics, position and title is Operations Director, start date is October 13, 2022, number of hours devoted is 40 hours, number of hours devoted during securities trading hours is 0, duties include assisting with running operations for the company UCAYVISA SA de CV: investment related, address is Obregon, Sonora, Mexico, nature of business is agriculture credit union, position and title is Board Member and Shareholder, start date is May 4, 2017, number of hours devoted is 3, number of hours devoted during securities trading hours is 0, duties include participating in board meetings Operadora Deportiva del Valle del Yaqui SAPI de CV: non-investment related, address is Hermosillo, Sonora, Mexico, nature of business is a sports complex, position and title is Shareholder, start date is June 16, 2019, number of hours devoted is 0, number of hours devoted during securities trading hours is 0, no duties Finvay SA de CV: investment related, address is Obregon, Sonora, Mexico, nature of the business is microcredits, position and title is Shareholder, start date is January 22, 2018, number of hours devoted is 0, number of hours devoted during securities trading hours is 0, no duties 7F Capital SA de CV: investment related, address is Obregon, Sonora, Mexico, nature of the business is direct investments in existing businesses, position and title is Shareholder, start date is January 22, 2018, number of hours devoted is 0, number of hours devoted during securities trading hours is 0, no duties

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MODUM ASSET MANAGEMENT LLC

MODUM | MODUM PRIVATE WEALTH | MODUM ASSET MANAGEMENT LLC

CRD#: 316200 / SEC#: 801-130100
RIA
Registered Investment Advisory firm - SEC (5/16/2024 Approved)
New York
Registered Investment Advisory firm - New York (11/27/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2023About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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