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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.
Reported data analysis
What the numbers show
Between April 7, 2025 and July 10, 2026, reported AUM increased 55.5%, from $103.0M to $160.2M.
Of the latest reported AUM, 47.1% is discretionary and 52.9% is non-discretionary.
The firm reports 1 advisory representatives and 437 clients, or 437 clients per representative. That equates to $366.6K in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
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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
Senior Advisor
- CRD
- #7982202
Montserrat Sainz Arancibia
Value Proposition & Advisory
- 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
SMA allocation detail is available
Inversiones Sura has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.