INVERSIONES SURA

Overview

Inversiones Sura is a corporate advisory firm that registered with the SEC in 2025. The firm reports a mixed ownership structure (foreign entity and individual) and serves both individual/family clients and institutional investors. Its stated advisory activity centers on portfolio management for individuals and small businesses. Compensation arrangements include asset-based fees, hourly charges and other fee types. The firm is not identified as an active ESG investor. The firm lists a range of industry affiliations that go beyond pure advisory work: broker‑dealer activity, trust company and insurance company relationships, pension consulting, real estate brokerage, and roles as sponsor, general partner or managing member of pooled investment vehicles. It does not describe itself as a capital allocator.

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