SC Asset Management Asesores EN Inversiones Independientes Sa

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SC Asset Management Asesores EN Inversiones Independientes Sa
CRD #339845
SEC #801-135381
CIK #
AUM 553.4 M (2026-06-02)
Employees 6 (33% Investors, 0% Brokers)
Fees
Minimum
Phone555-251-9309
AddressAv Paseo de Los Tamarindos 90 Torre 2 Piso 6
Mexico City, Mexico
Source [IAPD] [Website]
Total AUM ($M)
60048036024012002010201520212027
Account Minimums and Types of Clients — Form ADV Part 2A (6/2/2026) [Brochure]
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
ServesInstitutional, Retail
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