SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV
MEXICO CITYCRD 339845Latest ADV March 24, 2026
Sc Asesores En Inversiones Independientes Sa De Cv is an SEC registered investment adviser. Its latest Form ADV filing, dated March 24, 2026, reports $553M in regulatory assets under management, 6 employees, and 515 accounts.
Assets Under Management
$553M
Employees
6
Offices
--
Total Clients
385
Primary office
MEXICO CITY
AV PASEO DE LOS TAMARINDOS 90 TORRE 2 PISO 6, MEXICO CITY, Mexico
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.6% of total clients.
Top client categories% of clientsClients
1
Individuals
70.6%
272
2
HNWI
22.1%
85
3
Corporations
5.2%
20
4
Banks
1.6%
6
5
Pooled Investment Vehicles
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$553Mas of March 24, 2026
Discretionary100.0%
$553M
100% of total RAUM100.0%
Non-discretionary0.0%
$3K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$553M
Total Accounts515
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee64:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.