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| SC Asset Management Asesores EN Inversiones Independientes Sa
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|---|---|
| CRD # | 339845 |
| SEC # | 801-135381 |
| CIK # | |
| AUM | 553.4 M (2026-06-02) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 555-251-9309 |
| Address | Av Paseo de Los Tamarindos 90 Torre 2 Piso 6 Mexico City, Mexico |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (6/2/2026) [Brochure] |
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Item 7 - Types of Clients SC Asesores provides asset and/or portfolio management services to individuals, institutions, and corporations. The minimum dollar value for establishing an Account is generally $160,000, although the Adviser may accept Accounts with lower initial investments at its discretion. The minimum may be waived or adjusted at the Adviser’s discretion based on the nature of the engagement and other factors. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 272 | 75.5 |
| (b) Individuals (high net worth individuals) | 85 | 186.9 |
| (c) Banking or thrift institutions | 6 | 20.9 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 140.1 |
| (g) Pension and profit sharing plans | 0 | 10.9 |
| (h) Charitable organizations | 0 | 11.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 88.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 19.3 |
| (n) Other | 0 | 0.0 |
| Total | 515 | 553.4 |
| By Discretionary | ||
| Discretionary | 514 | 553.4 |
| Non-Discretionary | 1 | 0.0 |
| Total | 515 | 553.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 551.9 | |
| Total | 515 | 553.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Digital Wealth Partners LLC
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|
TX | 555.1 M |
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O'Rourke & Company Incorporated
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|
MA | 555.1 M |
|
Premier Wealth Advisors LLC
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|
NY | 555.1 M |
|
Kimery Wealth Management LLC
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|
TN | 555.0 M |
|
Sarasin Asset Management Limited
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|
555.0 M | |
|
Kercheville Advisors LLC
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|
TX | 554.7 M |
|
Prairie Advisory LLC
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|
KS | 554.3 M |
|
Total Management Group Inc
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|
NY | 553.9 M |
|
Pegasus Asset Management Inc
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|
NJ | 553.6 M |
|
Global Assets Advisory LLC
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|
FL | 551.7 M |