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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-17-2022
- Office Locations
- 3
Office Locations
About Inversiones Sura
INVERSIONES SURA is a US-registered, Miami-based investment advisory connecting Latin American investors to global markets. It provides personalized portfolio guidance, strategic diversification, and dollar-based access to a broad universe of instruments via accounts at recognized offshore institutions. Investment use spans ETFs, mutual funds, and U.S. government/agency fixed income; custody includes Pershing.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
JULIO CESAR CANAS
Chief Compliance Officer
- CRD
- #6130484
- Ownership
- Less than 5%
Pablo Jose Urzua
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Francisco Javier Alcalde Vega
--
- CRD
- #7982202
Montserrat Sainz Arancibia
--
- CRD
- #8217115
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,430,331 | $232,810 |
| Non-Discretionary | $84,763,581 | $718,335 |
| Total | $160,193,912 | $362,430 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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