Credicorp Capital LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
—
Advisory reps
35
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
136791
Registered since
January 17, 2006

Firm profile

FINTRX

Overview

Credicorp Capital LLC is organized as a limited liability company and has been registered with the SEC since 2006. Regulatory disclosures identify its ownership as a combination of a domestic entity and an individual, and classify the firm as “Unclassified.” The firm is not registered as a multi-state adviser, is not designated a pension consultant or related adviser, and is not described as a capital allocator. Public filings and the FINTRX snapshot provide minimal detail about the firm’s client focus, fee structure, or specific advisory services. The record also indicates the firm does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Carlos Coll

    Carlos Coll

    CEO and CCOCRD 4860091

Contacts

3 of 34
  • Fernando Pardo Martinez

    Vice President, Wealth ManagementCRD 4376744

  • Juan Lopez Corredor

    Juan Lopez Corredor

    Senior Wealth AdvisorCRD 6301212

  • Pablo Fagundez Diaz

    Pablo Fagundez Diaz

    Portfolio ManagerCRD 6724480

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1111 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth