CREDICORP CAPITAL ADVISORS LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 290081
- Registered since
- September 9, 2021
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Corporations / Businesses71.88%
- HNWI26.95%
- Individuals1.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Credicorp Capital Advisors LLC is an SEC-registered advisory LLC that provides portfolio management to both individual/family clients and institutional/business clients. The firm charges a mix of percentage-of-AUM fees, hourly fees, and other arrangements, and reports portfolio management services for individuals, small businesses, and institutions. Its regulatory filing indicates it does not position itself as an active ESG investor. The adviser lists industry affiliations with broker-dealers and banking or thrift institutions. The firm was registered with the SEC in 2021 and is owned by a combination of domestic entity and individual ownership. It reports using third-party external managers for certain alternative strategies rather than acting as a capital allocator itself.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Investment Grade Corp Bonds13%
- Public Funds/Mutual Funds12%
- Non-Exchange Traded Equities11%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1CARLOS COLL
CEO and CCOCRD 4860091
Contacts
3 of 20Camilo Garcia Merlano
Portfolio ManagerCRD 7647573
FABIOLA PENALOZA
Portfolio ManagerCRD 5528408
Alvaro Sarria Sotillo
VP, Wealth ManagementCRD 7626247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1111 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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