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| Credicorp Capital Advisors LLC
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|
|
|---|---|
| CRD # | 290081 |
| SEC # | 801-122281 |
| CIK # | |
| AUM | $983.4 M (2025-03-27) |
| Employees | 20 (50% Investors, 65% Brokers) |
| Phone | 305-455-0975 |
| Address | 1111 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.7 |
| (b) Individuals (high net worth individuals) | 63 | 202.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 5 | 6.4 |
| (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 | 186 | 770.8 |
| (n) Other | 0 | 0.0 |
| Total | 260 | 983.4 |
| By Discretionary | ||
| Discretionary | 132 | 647.2 |
| Non-Discretionary | 128 | 336.2 |
| Total | 260 | 983.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 922.9 | |
| United States Persons | 60.5 | |
| Total | 260 | 983.4 |
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|---|---|---|
|
Aspire Growth Partners LLC
✚
|
1.0 | |
|
Sanders Morris LLC
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|
TX | 1.0 |
|
Resources Management Corp
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CT | 1.0 |
|
Brighton Securities Corp
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|
NY | 1.0 |
|
GIA Partners LLC
✚
|
NY | 1.0 |
|
Summit X
✚
|
MO | 1.0 |
|
Corbyn Investment Management Inc
✚
|
MD | 1.0 |
|
Fulcrum Capital LLC
✚
|
WA | 1.0 |
|
Marietta Wealth Management LLC
✚
|
GA | 1.0 |
|
Financial Partners Group Inc
✚
|
KS | 1.0 |