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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SC ASESORES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SC ASESORES” 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.