SC ASSET MANAGEMENT ASESORES EN INVERSIONES INDEPENDIENTES, S.A.
DBA: SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $553.4M |
| Discretionary | $553.4M100% of AUM |
| Non-Discretionary | $3K |
| Client Accounts | 515 |
| Avg Account Size | $1.1M |
| Employees | 6 |
| Peak AUM | $553.4MJan 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $553M | 0.0% | — | — | — |
| Discretionary AUM | $553M | 0.0% | |||
Key Metrics
| Total AUM | $553.4M |
| Discretionary | $553.4M |
| Employees | 6 |
| Client Accounts | 515 |
Contact & Location
Address
AV PASEO DE LOS TAMARINDOS 90 TORRE 2 PISO 6
MEXICO CITY 05120
Mexico
Phone
5552519309
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$553M
100.0% of AUM
Non-Discretionary
$2,796
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser