Allaria Ledesma & Cia Soc. De Bolsa Sa (Buenos Aires)


Allaria Ledesma & Cia Soc. De Bolsa Sa is a large advisory firm based in Buenos Aires. It manages $245 million of regulatory assets for 1,330 client accounts. It has been registered with the SEC as an adviser since 2007.

Allaria Ledesma & Cia Soc. De Bolsa provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allaria Ledesma & Cia Soc. De Bolsa: assets under management

The assets under management (AUM) of Allaria Ledesma & Cia Soc. De Bolsa Sa is $245 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $64 million in discretionary accounts and $181 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $177.45 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Allaria Ledesma & Cia Soc. De Bolsa Sa for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Allaria Ledesma & Cia Soc. De Bolsa Sa

Enrique Marti has been acting as President since 1 Dec 1997. Juana Ramos Oromi joined the executive team most recently as the Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Enrique Marti Director 1 Dec 1997 25% - 50% 5458420
Juana Ramos Oromi Shareholder 1 Dec 2003 25% - 50% 5458423
Ernesto Allaria President 1 Dec 2003 Other 5458428
Juan Politi Vicepresident 1 Dec 2003 Other 5458432
Hugo Serra Director 1 Dec 2003 Other 5458438
Lorena Alba Chief compliance officer 1 Dec 2003 Other 5458441

Based in Buenos Aires

The principal office where Allaria Ledesma & Cia Soc. De Bolsa Sa performs its advisory services is located at 25 De Mayo 359 Piso 12, Buenos Aires, 1002, 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 5411-5555-6000 or by fax 5411-5555-6003. The normal business hours are 10hs - 18hs on Monday - Friday. You can find more information about the New York firm at www.allaria.com.ar.

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