INTERCAM ADVISORS, INC.
Adviser information for INTERCAM ADVISORS, INC. last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 25 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 24 |
| Registered State Investment Advisers | 25 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 56 | $74.3M |
| Non-Discretionary | 44 | $47.0M |
| Total | 100 | $121.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 62 | $27.6M |
| HNW Individuals | 35 | $85.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $8.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 92 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsCOORDINATION OF ESTATE PLANNING SERVICES; CORPORATE TRANSACTION ADVICE; MARKET ANALYSES AND SECURITIES RESEARCH |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-123538 |
|---|---|
| SEC ERA File Number | 801-123538 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153799 |
| Legal Entity Identifier | None |
Principal Office
1221 BRICKELL AVENUESUITE 200
MIAMI
FL
United States
Monday - Friday, 9 AM - 5 PM
Tel: 305-377-8008, Fax: 305-377-0028
Websites
Chief Compliance Officer
TIFFANY NEALON
1221 BRICKELL AVENUE
SUITE 200
MIAMI
FL
United States
Tel:
305-377-8008
Fax:
305-377-0028
T******@*************M
(Full email address available in API data)
Regulatory Contact
EVERARDO VIDAURRI
CEO
1221 BRICKELL AVE
SUITE 200
MIAMI
FL
United States
Tel:
305-377-8008
Fax:
305-377-0028
E********@*************M
(Full email address available in API data)
Industry Affiliates
| INTERCAM BANCO INTERNACIONAL, INC | Banking or thrift institution |
| INTERCAM CASA DE BOLSA | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| INTERCAM SECURITIES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VIDAURRI, EVERARDO | Individual | – | DIRECTOR; CHIEF EXECUTIVE OFFICER; | 04/2010 | < 5% |
| INTERCAM HOLDINGS, INC. | Domestic Entity | – | OWNER | 04/2010 | > 75% |
| GRUPO INTERCAM, S.A. DE C.V. | Foreign Entity | INTERCAM HOLDINGS, INC. | OWNER | 04/2010 | > 75% |
| GARCIA LECUONA, EDUARDO | Individual | GRUPO INTERCAM, S.A. DE C.V. | SHAREHOLDER | 05/2006 | 25-50% |
| DE LA MORA BERENGUER, RUBEN, JOSE | Individual | – | DIRECTOR | 01/2013 | < 5% |
| NEALON, TIFFANY | Individual | – | CHIEF COMPLIANCE OFFICER & AML COMPLIANCE OFFICER | 03/2015 | < 5% |