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LARRAINVIAL ASSET MANAGEMENT

SANTIAGO, REGION METROPOLITANA, Chile · CRD 295522 · IAPD ↗ · 562 2339 8500

$2.29BRegulatory AUM
49Advisory reps
93Employees
0Clients
n/aPlanning clients
0Private funds
0States
2Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
March 2026 — LARRAINVIAL ASSET MANAGEMENT (SANTIAGO, REGION METROPOLITANA, Chile) left the SEC roster (was $2.29B RAUM, 49 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — LARRAINVIAL ASSET MANAGEMENT grew from 44 to 49 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
39
April 2024 — LARRAINVIAL ASSET MANAGEMENT reported RAUM up 49% ($1.89B -> $2.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
April 2024 — LARRAINVIAL ASSET MANAGEMENT grew from 38 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.