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| Keyboard |
| 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) |
| Phone | 555-251-9309 |
| Address | Av Paseo de Los Tamarindos 90 Torre 2 Piso 6 Mexico City, Mexico |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
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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 |