Grupo Coril

What Grupo Coril does

Grupo Coril is a privately held Peruvian financial services group headquartered in Lima, founded in 1992, that operates an integrated multi-license platform spanning brokerage, investment fund management, trust administration, and fiduciary services. Its operations are organized across four principal divisions: SAB (Sociedad Agente de Bolsa) providing securities intermediation, currency exchange, custody, bondholder representation, and corporate financial advisory; SAF (Sociedad Administradora de Fondos) managing more than 70 publicly offered investment funds across retail, corporate debt, real estate, and energy themes; ST (trust services) covering public and private offering trust structures; and CORFID (fiduciary services) specializing in real estate, public, family heritage, construction cash-flow, and fintech administration trusts. The group is regulated by the Superintendencia del Mercado de Valores (SMV), with SAB authorization dating to 1992 and derivatives/portfolio management capabilities added in 2008. Assets under custody grew from over S/ 2,000 million in 2017 to over S/ 3,000 million in 2020, and in that same year Grupo Coril served as intermediary for the purchase and sale of the total shares of Banco Azteca. An affiliated entity, ALFIN (Alfin Banco), extends the ecosystem into retail/commercial banking.

The company generates revenue through a diversified mix of fee streams: transaction fees and commissions on OTC fixed income and securities trading (SAB); management fees on assets under management across its investment fund catalog (SAF); managed services fees for trust structures (ST/CORFID); custody fees on securities held; and professional services fees from corporate financial advisory and bondholder representation. Grupo Coril employs between 101 and 250 staff and pursues a sales-led, consultative go-to-market targeting high-net-worth individuals, corporate and institutional clients, and real estate developers. Customer segments are accessed through direct distribution via each licensed entity, supported by a corporate website, a dedicated client portal (Suite de Clientes), and SMV regulatory disclosures. Pricing is documented through a publicly available tariff (Tarifario), with individual investor services billed monthly, though specific pricing levels are not disclosed. Underlying technology is described as a financial services platform supporting brokerage, fund administration, custody, and trust management, with no proprietary AI or advanced technology features identified.

Name

Grupo Coril

Legal name

Grupo Coril

Website

https://grupocorilsab.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

101–250 employees

Short description

Grupo Coril is a Peruvian financial services group offering brokerage, investment fund management, trust, and fiduciary services through licensed SAB, SAF, ST, and CORFID divisions, serving high-net-worth individuals, corporates, and real estate developers in Peru.

Ownership category

akta.pro rank

Product category

Securities Brokerage and Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

Keywords

• Securities brokerage
• Investment fund management
• Trust services
• Fixed income trading
• Corporate financial advisory

Headquarters

HQ city

Lima

HQ country

Peru

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Brokerage and Securities Trading: Sociedad Agente de Bolsa operations including intermediation of over-the-counter fixed income securities, commercial papers, and debt instruments. Revenue generated through transaction fees and commissions on securities trading.
2. Investment Fund Management: Sociedad Administradora de Fondos运营 multiple investment funds including retail funds, corporate debt funds, real estate funds, and energy sector funds. Revenue generated through management fees charged on assets under management.
3. Trust Management Services: ST and CORFID divisions manage various trust structures including real estate trusts, public offering trusts, private offering trusts, and family heritage trusts.
4. Financial Advisory Services: Corporate financial advisory services including bondholder representation, currency exchange services, and enterprise financial consulting.
5. Securities Custody: Custody services for securities with over S/ 3,000 million in assets under custody as of 2020.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Grupo Coril is a Peruvian financial services group operating through four divisions: SAB (Sociedad Agente de Bolsa) provides securities brokerage, fixed income intermediation, currency exchange, custody, bondholder representation, and corporate financial advisory; SAF (Sociedad Administradora de Fondos) manages a broad lineup of public investment funds across retail, fixed income, real estate, energy, and priority categories; ST offers trust services including investment, financing, and structuring; and CORFID provides fiduciary services such as real estate, social housing, public, family heritage, and fintech-administration trusts.

Differentiator

Problem solved

Functional benefit

Products and services

• SAB Securities Brokerage (Inversiones) Brokerage and intermediation of fixed income securities, commercial papers, and debt instruments for institutional and high-net-worth investors in the Peruvian over-the-counter market.
• Estructuración y Colocación (Structuring and Placement) Structuring and placement services for fixed income and debt instruments, supporting issuers in the Peruvian capital markets.
• Cambio de Divisas (Currency Exchange) Foreign currency exchange services for clients transacting in Peruvian soles and other currencies.
• Custodia de Valores (Securities Custody) Custody services for client securities, holding over S/ 3,000 million in assets under custody as of 2020.
• Representante de Obligacionistas (Bondholder Representation) Representation of bondholders in Peruvian corporate and structured debt issuances.
• Asesoría Financiera Empresarial (Corporate Financial Advisory) Financial advisory for corporate clients covering capital structure, financing alternatives, and capital markets transactions.
• SAF Public Investment Funds (Oferta Pública) Management and administration of publicly offered investment funds through Sociedad Administradora de Fondos, covering retail funds, short/medium term instruments, prime income, real estate growth, energy, debt, and diversified funds in soles and dollars.
• ST Trust Services Trust services including investment trusts, financing trusts, structuring, public offering trusts, and private offering trusts for corporate and institutional clients in Peru.
• CORFID Fiduciary Services Fiduciary services including real estate trusts, construction cash flow control trusts, collateral asset trusts, public trusts, social housing real estate trusts, fintech administration trusts, and family heritage management trusts.

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• ALFINminorOthersALFIN (Alfin Banco) is a related entity within the Grupo Coril ecosystem, listed alongside other divisions on the corporate website as part of the broader financial services group.

Scale indicators5 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• Credicorp Capital: Peruvian brokerage and asset management arm of Credicorp, offering securities intermediation, fund management, and corporate advisory directly overlapping Grupo Coril's SAB and SAF divisions in the same Peruvian market.
• BBVA Bolsa (Peru): Brokerage subsidiary of BBVA operating in Peru providing securities trading, custody, and fund products. Directly competes with Grupo Coril for institutional and HNW brokerage and custody mandates in Lima.
• Scotia Bolsa: Securities arm of Scotiabank Peru offering brokerage, mutual funds, and custody. Operates the same Sociedad Agente de Bolsa model as Grupo Coril's SAB, serving overlapping institutional and retail client segments.
• Interfondos (Interbank): Peruvian fund manager affiliated with Interbank, operating retail and corporate investment funds analogous to Grupo Coril's SAF division, including fixed-income and mixed-asset strategies.
• Sura Asset Management Perú: Peruvian asset manager offering mutual funds and pension fund management, directly comparable to Grupo Coril's SAF retail and corporate fund lineup and competing for the same HNW distribution channel.

Regional players

• Larraín Vial: Chilean financial services group with brokerage, asset management, and corporate advisory; comparable Andean-market business model with similar SAB/AGF structure though operating primarily in Chile.
• Celfin Capital (now BTG Pactual Chile): Chilean broker-dealer and asset manager with comparable brokerage and corporate finance offerings to Grupo Coril's SAB division, serving as a regional benchmark for Andean mid-market broker valuations.

Broad incumbents

• BTG Pactual: Largest Latin American independent investment bank offering brokerage, asset management, and corporate advisory; competes with Grupo Coril in Peruvian fixed-income intermediation and M&A advisory.
• AFP Habitat: Major Peruvian pension fund manager with significant AUM; competes with Grupo Coril in the institutional fixed-income and corporate debt space where Grupo Coril's SAF operates its Perú Debt funds.

Others

• ALFIN Banco: Affiliated Peruvian digital bank within the Grupo Coril ecosystem; provides a distribution and deposit-acceptance channel that complements Grupo Coril's brokerage and fund businesses, though not directly competitive.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Grupo_Coril

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Grupo Coril