Celfin Capital Servicios Financieros S.A. is a large advisory firm based in Santiago. It manages $290 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.
Celfin Capital Servicios Financieros provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and m&a; projects;capital raising. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Celfin Capital Servicios Financieros S.A. is $290 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Celfin Capital Servicios Financieros S.A. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Juan Andres Camus has been acting as President since 1 May 1992. Btg Pactual Chile Inversiones Limitada joined the executive team most recently as the Shareholder.
The principal office where Celfin Capital Servicios Financieros S.A. performs its advisory services is located at Apoquindo 3721 Piso 19, Santiago, , which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 011-562-2490-5265 or by fax 011-562-2490-5001. The normal business hours are 9:00 am to 7:00 pm on Monday - Friday. You can find more information about the New York firm at www.celfincapital.com.