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| Credicorp Capital Advisors LLC
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|
|
|---|---|
| CRD # | 290081 |
| SEC # | 801-122281 |
| CIK # | |
| AUM | $516.4 MM (2023-03-28) |
| Employees | 12 (75% Investors, 67% Brokers) |
| Phone | 305-455-0975 |
| Address | 1111 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 20.5 |
| (b) Individuals (high net worth individuals) | 14 | 74.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 53 | 269.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 150 | 152.0 |
| (n) Other | 0 | 0.0 |
| Total | 229 | 516.4 |
| By Discretionary | ||
| Discretionary | 143 | 414.4 |
| Non-Discretionary | 86 | 102.0 |
| Total | 229 | 516.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 482.8 | |
| United States Persons | 33.6 | |
| Total | 229 | 516.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bayshore Asset Management LLC
✚
|
FL | 0.5 |
|
BCG Securities Inc
✚
|
NJ | 0.5 |
|
AM Investment Strategies LLC
✚
|
TN | 0.5 |
|
Forthright Wealth Management LLC
✚
|
GA | 0.5 |
|
Tradewinds Capital Management LLC
✚
|
WA | 0.5 |
|
Phillips Capital Advisors Inc
✚
|
OK | 0.5 |
|
Dock Street Asset Management Inc
✚
|
FL | 0.5 |
|
Spinnaker Investment Group LLC
✚
|
CA | 0.5 |
|
Wealth Management Partners LLC
✚
|
AZ | 0.5 |
|
Bruton Chisnell Advisors LLC
✚
|
PA | 0.5 |