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Jose Ignacio Penafiel

Credicorp Capital Advisors LLC

Miami, FL

CRD 6385865

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Employer firm

Credicorp Capital Advisors LLC CRD 290081

$1.58B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Credicorp Capital Advisors Llc

1111 Brickell Avenue Suite 2825, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-07-07
  • FL RA
    APPROVED
    Since 2023-07-07

Branch Locations

1111 Brickell Avenue Suite 2825, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Banco Santander Chile Santiago 07/2015 12/2016
Sura Asset Management Chile Santiago 12/2016 09/2021
Credicorp Capital Chile Santiago 10/2021 11/2022
Credicorp Capital Llc Miami FL 12/2022 03/2025
Credicorp Capital Llc Miami FL 03/2025 Present
  • 07/2015 → 12/2016
    Banco Santander Chile
    Santiago
  • 12/2016 → 09/2021
    Sura Asset Management Chile
    Santiago
  • 10/2021 → 11/2022
    Credicorp Capital Chile
    Santiago
  • 12/2022 → 03/2025
    Credicorp Capital Llc
    Miami, FL
  • 03/2025 → Present
    Credicorp Capital Llc
    Miami, FL
Previous Registrations
Other Businesses

Parque Industrial Chillan Viejo (2017 - Present) - Chillan Viejo, Chile; Real Estate entity, passive investor. Currently no compensation; time devoted: 10% per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-14
S65 Uniform Investment Adviser Law Examination 2014-10-28
  • S66 Uniform Combined State Law Examination
    2023-04-14
  • S65 Uniform Investment Adviser Law Examination
    2014-10-28
Other Names
  • Jose Ignacio Penafiel Saez

View on SEC IAPD

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