S
CRD: 339845
SC Asesores EN Inversiones Independientes SA DE CV
$553.4M Total AUM
$553.4M Disc. AUM
-- 3Y CAGR
6 Employees
385 ADV. Clients
20 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2006
- Office Locations
- 1
Office Locations
AV Paseo DE LOS Tamarindos 90 Torre 2 Piso 6 Mexico City --
About SC Asesores EN Inversiones Independientes SA DE CV
SC Asesores EN Inversiones Independientes SA DE CV is a Mexico City-based RIA. The firm has been operating for 20 years. Managing $553.4M in total assets under management, with 2 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$276.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
10.3 yrs AVG TENURE
6 Employees
2 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
Alejandro Gonzalez Luna Mallet
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
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M
MARIA ALEJANDRA GUILLERMO LARA
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- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $553,389,961 | $1,076,634 |
| Non-Discretionary | $2,796 | $2,796 |
| Total | $553,392,757 | $1,074,549 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Sovereign Bonds:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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