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1111 Brickell Avenue Suite 2825, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-08-29 |
| FL | RA | APPROVED | 2021-03-19 |
Branch Locations
1111 Brickell Avenue Suite 2825, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Racosoda S.A.S. | Calle 22A #121-180 Apt. 201 C, Cali | 05/2014 | 04/2017 | |
| Credicorp Capital Llc (Formerly: Ultralat Capital Markets, Llc) | Miami | FL | 05/2017 | Present |
| Credicorp Capital Advisors Llc | Miami | FL | 01/2021 | Present |
Ramon is a manager and partner in a personal investment company in Colombia called RACOSODA SAS; it is a company where he manages his family's wealth, he owns real state property through his corporation. He dedicates aprox. 1% of his time in matters of this corporation and his salary is equivalent to $3,000.00 usd approximately. Ramon is member of the board for Alival S.A., a Colombian corporation that partially belongs to his immediate family, and that processes dairy products. He does not receive any compensation for this activity, he receives profit sharing in the amount of $12,000 per year approximately. This activity occupies less than 1% of his time. Ramon is the owner and legal representative of Sol Del Este SAS, a Colombian corporation created for his personal wealth management. The purpose of this corporation is to make investments in real estate in Colombia. Ramon does not receive any compensation for this activity. This activity occupies less than 1% of his time. Ramon is shareholder and director of RSD Advisory Group Inc., a family owned corporation created to manage family wealth through real estate and securities investments. He does not receive any compensation for this activity, he receives profit sharing in the amount of $25,000 per year approximately. This activity occupies 1% of his time. Under this entity, Ramon owns a personal investment company in Colombia called Bordova SAS. The purpose of this entity is for Ramon to manage his family wealth through the acquisition of real estate through this corporation. This activity will occupy not more than 1% of Ramon's time and his compensation will be profits acquired from these real estate investments. Ramon is a member of the board of directors of FINAMIGA SAS in Cali Colombia. This entity provides small businesses loans to finance vehicles needed for their operations. Ramon attends a board meeting every two months and has no active role in the management of this company. This activity occupies less than 1% of Ramon's time and has no salary or any other remuneration for this activity. Ramon is dually associated with Credicorp Capital Markets LLC and Credicorp Capital Advisors LLC. Both of the aforementioned entities are investment-related, where one is a broker-dealer and the other is a Florida state registered investment adviser, respectively. He devotes 70% of his time to Credicorp Capital LLC, (formerly: Ultralat Capital Markets LLC) and 25% of his time to Credicorp Capital Advisors LLC. Ramon is the Director of Red Capital Developers LLC a passive Real Estate investment thorugh his family business holding company RSD Strategic Investments llc. He has 50% ownership through the family holding corporation RSD STRATEGIC INVESTMENTS LLC. He dedicates 3 hours per month on this matter. He does not receive any compensation for this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-22 |
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