Inversiones Sura

Overview

Inversiones Sura is a corporate, non-independent retail registered investment adviser that registered with the SEC in 2025. The firm reports a mixed client base of individuals, families and institutional investors and focuses its advisory work on portfolio management for individuals and small businesses. Its ownership is listed as a combination of a foreign entity and an individual. Fee arrangements include percentage-of-AUM billing alongside hourly charges and other fee types. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. The firm lists a range of industry affiliations beyond advisory services, including ties to a broker-dealer, trust company, insurance company, real estate broker, pension consulting activity, and roles as sponsor, general partner or managing member of pooled investment vehicles. Those affiliations indicate the firm can operate across distribution, custody/safekeeping and private-vehicle sponsorship lines rather than acting solely as a pure third-party allocator.

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Public Holdings

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Location & Offices