SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV
Firm details
- Headquarters
- MEXICO CITY,
- CRD number
- 339845
- Registered since
- March 26, 2026
- Custodians
- PERSHING LLC, GRUPO FINANCIERO SCOTIABANK INVERLAT, GRUPO FINANCIERO BANORTE, ALLIANZ MÉXICO, S.A.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI33.77%
- Pooled Investment Vehicles25.31%
- Insurance Companies15.95%
- Individuals13.65%
- Banking / Thrift Institutions3.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
SC Asesores En Inversiones Independientes SA de Cv is an adviser that provides portfolio management to private individuals, small businesses, and institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and lists portfolio management for both individual/small-business clients and business or institutional clients among its core advisory activities. It does not identify as an active ESG investor, is not a pension consultant, and does not function as a capital allocator. Ownership is listed as a combination of a foreign entity and an individual, and the firm is SEC-registered (registration year recorded as 2026).
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds48%
- Sovereign Bonds13%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds9%
Contacts
3 of 3LAURA PALOMAR GUTIERREZ
CRD 8281038
Alejandro Gonzalez Luna Mallet
CRD 8209420
MARIA GUILLERMO LARA
CRD 8209421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MEXICO CITY, null
Location
MEXICO CITY, null
Headquartered in MEXICO CITY, null.
- Address
- AV PASEO DE LOS TAMARINDOS 90 TORRE 2 PISO 6
- Office locations
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