Investment adviser · CRD 339845
SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV
Investment adviser filing (IA)
SC ASSET MANAGEMENT ASESORES EN INVERSIONES INDEPENDIENTES, S.A.
MEXICO CITY, Mexico · Form ADV filed Jun 2, 2026
- Regulatory AUM
- $553M Form ADV · Item 5.F
- Client accounts
- 515 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| High-net-worth individuals | 85 | $186,895,845 | 33.8% |
| Pooled investment vehicles | 2 | $140,067,854 | 25.3% |
| Insurance companies | Fewer than 5 | $88,239,913 | 15.9% |
| Individuals | 272 | $75,533,212 | 13.6% |
| Banks & thrifts | 6 | $20,946,827 | 3.8% |
| Corporations & businesses | 20 | $19,259,952 | 3.5% |
| Charities | Fewer than 5 | $11,568,934 | 2.1% |
| Retirement plans | Fewer than 5 | $10,880,220 | 2.0% |
Filing source
Form ADV 2108365 · Jun 2, 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: Jun 2, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
AV PASEO DE LOS TAMARINDOS 90 TORRE 2 PISO 6MEXICO CITY, 05120, Mexico
CRD 339845
Filing source
Form ADV 2108365 · Jun 2, 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.