Overview
Assets Under Management: $695 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Frequently Asked Questions
CREDICORP CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290081), CREDICORP CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
CREDICORP CAPITAL ADVISORS LLC is headquartered in MIAMI, FL.
CREDICORP CAPITAL ADVISORS LLC serves 63 high-net-worth clients according to their SEC filing dated July 18, 2024. View client details ↓
According to their SEC Form ADV, CREDICORP CAPITAL ADVISORS LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CREDICORP CAPITAL ADVISORS LLC manages $695 million in client assets according to their SEC filing dated July 18, 2024.
According to their SEC Form ADV, CREDICORP CAPITAL ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 186
Discretionary Accounts: 108
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 290081
Last Filing Date: 2024-07-18 00:00:00
Website: https://credicorpcapital.com