Interamerican Advisors Incorporated (Coconut Grove)

Interamerican Advisors Incorporated is a mid-sized advisory firm based in Coconut Grove. It manages $44.52 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.

Interamerican Advisors Incorporated provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Interamerican Advisors Incorporated: assets under management

The assets under management (AUM) of Interamerican Advisors Incorporated is $44.52 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and $8.65 million of the total AUM is attributable to clients outside of the United States.

The firm manages $44.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.84 million each.

Interamerican Advisors Incorporated has custody of $44.52 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in non-investment grade corporate bonds the most. They account for 53% of the total AUM. The second-largest asset type is sovereign bonds, which make up 28% of the firm’s portfolio. Investments in investment grade corporate bonds form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Interamerican Advisors Incorporated for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Diego Juan Aramburu serves?

The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Diego Juan Aramburu is pension and profit sharing plans with 2 clients and $35.87 million of assets under management. Among the 3 most similar advisory firms, Interamerican Advisors Incorporated has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $44.52 million for 3 clients. 33% of the firm’s clients are foreign persons or businesses.

Interamerican Advisors Incorporated also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $50,000 for each fund.

Careers at Interamerican Advisors Incorporated

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Diego Juan Aramburu	President	1 Aug 2001	75% - 100%	5769672

Based in Coconut Grove

The principal office where Interamerican Advisors Incorporated performs its advisory services is located at 2665 South Bayshore Drive, Coconut Grove, FL 33133, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-285-9617 or by fax 305-285-0718. The normal business hours are 9:00am-5:00pm on Monday - Friday.