Inversiones Sura

Overview

Inversiones Sura is a corporation that operates as a non-independent retail registered investment adviser. The firm is registered with the SEC (registration year 2025) and serves both individual/family and institutional clients. Its advisory focus is portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management, hourly billing, and other fee types. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. FINTRX lists a range of industry linkages for the firm, including connections to broker-dealer activities, other investment adviser roles, trust company and insurance company functions, real estate brokerage, and sponsorship/GP roles for pooled investment vehicles. Those affiliations suggest the firm’s business footprint extends beyond pure advisory services into related financial and sponsor capacities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices