Investment adviser · CRD 318065
INVERSIONES SURA
Investment adviser filing (IA)
INVERSIONES SURA CORP
MIAMI, FL, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $160M Form ADV · Item 5.F
- Client accounts
- 442 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 387 | $90,933,588 | 56.8% |
| High-net-worth individuals | 26 | $50,477,465 | 31.5% |
| Corporations & businesses | 24 | $18,782,859 | 11.7% |
Filing source
Form ADV 2135666 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
1395 BRICKELL AVENUE, SUITE 800MIAMI, FL, 33131, United States
CRD 318065
Filing source
Form ADV 2135666 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.