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Building 2CREDICORP CAPITAL ADVISORS LLC

Map pinMIAMI, FL
Phone305-455-0975
NotebookSEC #801-122281
Total AUM
$1.6B
Employees
26
Clients
369

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 BRICKELL AVENUE
SUITE 2825
MIAMI
FL 33131
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
305-455-0975
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
369
Discretionary
$834.7M
Accounts
150
Non-Discretionary
$745.2M
Accounts
219

ContactClients

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Individual Clients
45
AUM
$18.5M
HNW Individual Clients
94
AUM
$425.7M
Corporation or Business Clients
230
AUM
$1.1B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
12B-1 FEES

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
FLSD

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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