Creuza Advisors
Independent wealth advisory firm in Miraflores, Lima, advising families on estate, tax, fiduciary and succession planning and on investments; also distributes international funds.
Identity
- HEADQUARTERS
- Lima, Peru
- OFFICES
- Madrid, Spain
- FOUNDED
- 2007
Investment approach
- GEOGRAPHY
- PeruLatin America
Overview
Creuza Advisors describes itself as Peru's first independent wealth advisers, giving families a single point of contact for estate, tax, fiduciary and succession planning and for administrative, financial and investment management. A separate distribution team markets a small set of international managers (including Groupama AM, Capital Four, Napier Park and PGIM Real Estate) to institutional investors in Chile, Peru, Colombia, Mexico, Uruguay and US Offshore. GLEIF lists Creuza S.A.C. in Lima, created in October 2007.
People
- Luis ChiokVice President, Investments · source
- Alonso CarrilloVice President, Investments · source
- Javier GondoVice President, Investments · source
- Rosa HuamaniVice President, Investments · source
- Franco RafaelVice President, Investments · source
- Iván CarrilloPartner · source
- Marco MorenoPartner · source
- Ignacio ArróspidePartner · source
- Nicolás LasartePartner · source
- Melissa CastañedaGeneral Manager · source
- Gautier de FortisVice President, Distribution · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Creuza Advisors is a multi family office based in Lima, Peru, founded in 2007.
Creuza Advisors does not publicly state whether it invests directly or through funds.
Key people at Creuza Advisors include Iván Carrillo (Partner), Marco Moreno (Partner), Ignacio Arróspide (Partner) and Nicolás Lasarte (Partner).