Julio Manuel Ayerbe Roman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → Present
  Credicorp Capital Llc
  Miami, FL
• 05/2013 → 10/2023
  Lipu & Cia S.C.A
  Cali
• 11/2023 → 06/2024
  N/A
  Cali

Other Businesses

DOM REAL ESTATE SAS 1.Activity of the company: Promotion, development and marketing of real estate projects. 2.Start Date: May 2015 3.Time devoted: 2 hours per month. 4.Stake in the company? If so, how much (%) is your share?: Yes, 13.5%. 5.Activity in the company? E.g.: accountant, administrator, etc: Member of the Board of Directors. 6.Remuneration for this activity? No. PONTIFICIA UNIVERSIDAD JAVERIANA 1.Activity of the company, what does it do?: Higher education. 2.Start Date: August 1 2023 3.Time Devoted: 2 hours per month. 4.Stake in the company? If so, how much (%) is your share?: No. 5.Activity in the company? E.g.: accountant, administrator, etc. : Independent member of the investment committee. 6.Remuneration for this activity? Yes. $6000.00 per year. PERUGIA SAS 1.Activity of the company, what does it do?: Single family office. 2.Start Date: March 01 2008 3.Time devoted: 2 hours per month. 4.Stake in the company? If so, how much (%) is your share?: No. 5.Activity in the company? E.g.: accountant, administrator, etc. Independent member of the investment committee. 6.Remuneration for this activity? Yes. $6000 per year.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-27
• S65 Uniform Investment Adviser Law Examination
  2024-10-25