Historical Asset Management Firm with $500M AuM
The company is an Asset Management entity. It operates across all major local markets, providing integrated solutions in execution, custody, research, and structured financing.
With approximately USD 500 million in assets under management (AuM) and a client base of 5,000 accounts (including 2,000 corporates and 3,000 individuals), the firm combines scale with personalized service.
The firm’s portfolio is primarily composed of repurchase agreements (repos, locally known as cauciones), a core money-market instrument for short-term financing and investment. This business line represents one of the company’s most profitable segments, complemented by a growing private banking division focused on comprehensive investment solutions for both individual and institutional clients.
Financials (USD)
Asking Price $25,000,000
Cash Flow Not Disclosed
Sales Not Disclosed
Deal Terms
Represented by broker? Yes
Buyer Fee? Available On Request
Seller Financing? Available On Request
Willing to co-broke? Available On Request
Principals only? Available On Request
Franchise? Available On Request
Management will stay? Available On Request
Relocatable? Available On Request
Real Estate? Available On Request
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