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CREDICORP CAPITAL ADVISORS LLC
CRD 290081File 801-122281
APPROVED
Retail clients
Disclosure events
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.58B
Top 25% of cohort (national)
Discretionary AUM
$834.7M
Non-discretionary $745.2M
Clients
369
369 accounts
Employees
26
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 9, 2021
- Principal office
- 1111 BRICKELL AVENUE, SUITE 2825, MIAMI, FL, 33131
- Phone
- 305-455-0975
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.58B
- Discretionary AUM
- $834.7M
- Non-discretionary AUM
- $745.2M
- Discretionary accounts
- 150
- Non-discretionary accounts
- 219
- Total accounts
- 369
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 230 | $1.14B |
| High net worth individuals | 94 | $425.7M |
| Individuals (other than high net worth individuals) | 45 | $18.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — 12B-1 FEES
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 26 | increased by6 |
| Apr 1, 2026 | Clients | 260 | 369 | increased by109 |
| Apr 1, 2026 | AUM | $983,368,510 | $1,579,910,107 | increased by$596,541,597 |
| Apr 1, 2026 | Accounts | 260 | 369 | increased by109 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 20 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 111 | 260 | increased by149 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $298,819,070 | $983,368,510 | increased by$684,549,440 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 111 | 260 | increased by149 |
| Apr 1, 2022 | Employees | 9 | 14 | increased by5 |
| Apr 1, 2022 | Clients | 99 | 111 | increased by12 |
| Apr 1, 2022 | AUM | $130,248,388 | $298,819,070 | increased by$168,570,682 |
| Apr 1, 2022 | Accounts | 84 | 111 | increased by27 |
| Oct 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREDICORP CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREDICORP CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.