Bank / Wealth / Trust

Updated:

SURA Investment Management Mexico

SURA Investment Management Mexico functions as the local wealth management arm of the broader SURA group. No founding year or named principal appears in...

SURA Investment Management Mexico logo

SURA Investment Management Mexico

SURA Investment Management Mexico functions as the local wealth management arm of the broader SURA group. No founding year or named principal appears in available records. The firm directs activity toward retail client portfolios. Geographic reach covers multiple Mexican states. Asset exposure centers on domestic fixed income and equity products. Team size and additional vehicles remain undisclosed. No operational events from the past 24 months are recorded. The structure sits inside a larger regional financial services platform with direct retail distribution channels.

General information

Firm type

Bank / Wealth / Trust

Year founded

AUM

Undisclosed

Location

Region

Latin America

Country

Mexico

City

Mexico City

Corporate office

Calzada Ermita Iztapalapa No. 2955, premises 43 Col. Ampliación San Miguel, Iztapalapa, Mexico City, Mexico

Sector focus

Wealth Management

Frequently asked questions

Who runs investment decisions at SURA Investment Management Mexico?

No named investment committee or lead portfolio manager is identified in public materials.

How does SURA Investment Management Mexico source proprietary deal flow?

The firm focuses on retail distribution rather than proprietary private-market sourcing.

Is SURA Investment Management Mexico structured as a single family office?

No. It operates as a wealth management unit serving retail clients inside the SURA group.

Does SURA Investment Management Mexico participate in fund commitments or only direct deals?

Activity centers on retail product distribution; no fund commitment program is disclosed.

What investment stages does SURA Investment Management Mexico typically target?

The unit targets retail investor portfolios without specified private-market stage focus.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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