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SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV
Legal name: SC ASSET MANAGEMENT ASESORES EN INVERSIONES INDEPENDIENTES, S.A.
CRD 339845File 801-135381
APPROVED
Retail clients
Disclosure events
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$553.4M
Above cohort median (national)
Discretionary AUM
$553.4M
Non-discretionary $3K
Clients
385
515 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 26, 2026
- Principal office
- AV PASEO DE LOS TAMARINDOS 90 TORRE 2 PISO 6, MEXICO CITY, 05120
- Phone
- 5552519309
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $553.4M
- Discretionary AUM
- $553.4M
- Non-discretionary AUM
- $3K
- Discretionary accounts
- 514
- Non-discretionary accounts
- 1
- Total accounts
- 515
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $19.3M |
| Insurance companies | Fewer than 5 | $88.2M |
| Charitable organizations | Fewer than 5 | $11.6M |
| High net worth individuals | 85 | $186.9M |
| Pooled investment vehicles | 2 | $140.1M |
| Banking or thrift institutions | 6 | $20.9M |
| Pension and profit sharing plans | Fewer than 5 | $10.9M |
| Individuals (other than high net worth individuals) | 272 | $75.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other 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- Q11C4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.