Surinvest

What Surinvest does

Surinvest Ltda. is a privately held Chilean investment and advisory firm founded in 1998 by Miguel Schloss, headquartered in Las Condes, Santiago, with additional offices in Washington D.C. and Berlin. The company operates a three-pillar business model: (1) risk capital deployment via equity and debt positions in first-tier Chilean companies across banking, energy, mining, retail, telecommunications, and transportation (including Banco de Chile, Cencosud, Santander Chile, Copec, Falabella, Entel, SQM, and LATAM Airlines); (2) hard-asset investment, principally urban and real estate development executed through joint ventures such as Buenaventura SpA and projects including Edificio Vincent, Edificio Dalí, Edificio Orquídeas, and Edificio Nuestra Sra. del Rosario; and (3) advisory services for governments, civil society organizations, and private companies focused on policy, governance, anti-corruption, and project appraisal across emerging economies.

The advisory practice is organized around four service modules: global benchmarking and policy design, governance and risk-mitigation frameworks, monitoring and quality assurance of development projects, and diagnostic/institutional assessments. Delivery is augmented by formal agreements with Chilean financial intermediaries (Banchile Inversiones, Banco Edwards, Safra, Fuensalida) and associate firms (Exxacon, Dhelos, DamConsult, VirtusAtlas) that supply specialized banking, engineering, design, and execution capacity. Surinvest relies on the personal networks, publications, and academic affiliations of its senior leadership rather than proprietary technology platforms — the firm explicitly does not operate a software product, and no AI/ML capabilities are disclosed beyond the Marketing/Art Director's prior exposure to AI-adjacent media startups.

Revenue is generated through a mix of investment returns on the Chilean portfolio, professional services fees from advisory engagements, and returns from real estate development. Pricing is custom and not publicly disclosed, consistent with enterprise/government advisory contracting. The company is family-controlled, with Miguel Schloss as President & CEO, his wife Silvia Lay as Vice-President, and his daughter Jessie Schloss as Marketing/Art Director; no external institutional investors are disclosed. Customer concentration risk is moderate, given a focused Chilean investment portfolio and a project-based advisory book with governments and multilaterals across 40+ countries.

Name

Surinvest

Legal name

Surinvest Ltda.

Website

https://sur-invest.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Advisory & Development Consulting

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52), Management of Companies and Enterprises (551)

SIC

Real Estate Dealers (For Their Own Account) (6532), Security Brokers, Dealers & Flotation Companies (6211), Miscellaneous Business Credit Institution (6159)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Trust & Fiduciary Services (FSAEAKAF), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Investment advisory services
• Risk capital deployment
• Emerging markets consulting
• Governance and policy advisory
• Real estate development

Headquarters

HQ city

Las Condes

HQ country

Chile

HQ region

Latin America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Returns: Allocates equity and debt resources to first tier companies in Chile, generating returns through strategic financial assets in banking, energy, water supply, mining, industry, retail, and transportation sectors
2. Advisory and Consulting Services: Provides professional advisory services for strategic planning, governance, policy formulation, project development, appraisal, execution and post evaluation for governments, private sector and civil society organisations in emerging economies
3. Real Estate Development: Invests in and oversees hard assets, initially in urban and real estate development, including apartment buildings and commercial properties in Chile

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Surinvest Ltda. is a private investment company that provides both advisory services and risk capital to support development in emerging economies. It allocates equity and debt to first-tier companies in Chile across financial intermediaries, extractive industries, utilities, transportation, and retail; invests in and oversees hard assets including urban and real estate development; and mobilizes specialized know-how to assist governments, civil society organizations, and private companies on policy, institutional, governance, and quality assurance matters.

Product overview

Surinvest is an investment company offering advisory and investment services focused on emerging economies. The core offerings include Investment Advisory Services (providing strategic and policy planning guidance), Risk Capital Investment (allocating equity and debt to Chilean companies), and Hard Assets Investment (real estate and urban development). Supporting these are four service modules: Global Benchmarking & Policy Design (policy frameworks and analytical tools), Governance/Risk Assessment & Mitigation Policies (diagnostic tools for governance issues), Monitoring Performance & Quality Assurance (project reviews and appraisals), and Diagnostic/Institutional & Policy Assessments (governance build-up programs). The company mobilizes state-of-the-art know-how to assist governments, civil society, and private companies in addressing policy and institutional issues through proper governance, quality assurance, and transparency arrangements.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services
• Risk Capital Investment
• Hard Assets / Real Estate Development
• Global Benchmarking & Policy Design
• Governance, Risk Assessment & Mitigation Policies
• Monitoring Performance & Quality Assurance
• Diagnostic, Institutional & Policy Assessments

Quantifiable outcome

• Led development of three-year $4.5 billion strategic reform program at World Bank redirecting Bank's human and financial resources, policies, and programs
• +1 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and flagship.

• Banchile InversionescoreChannel Partner/ Reseller/ DistributorFormal agreement with Banchile Inversiones to provide specialized technical and financial advisory support for investment processes including appraisals, acquisition, execution, purchase and sales under Surinvest's oversight.
• Banco EdwardscoreChannel Partner/ Reseller/ DistributorFormal agreement with Banco Edwards to provide specialized financial advisory services for investment processes including their appraisals, acquisition, execution, purchase and sales under Surinvest's oversight.
• SafracoreChannel Partner/ Reseller/ DistributorFormal agreement with Safra to provide specialized financial advisory support for investment processes including their appraisals, acquisition, execution, purchase and sales under Surinvest's oversight.
• FuensalidacoreChannel Partner/ Reseller/ DistributorFormal agreement with Fuensalida to provide specialized technical and financial advisory services for investment processes including their appraisals, acquisition, execution, purchase and sales under Surinvest's oversight.
• ExxaconcoreStrategic or Co-development PartnerAssociate firm providing specialized support for real estate development projects and investment processes, including design and execution support.
• DheloscoreStrategic or Co-development PartnerAssociate firm with expertise in real estate development and management, supporting Surinvest projects with design and execution capabilities.
• Buenaventura SpAflagshipStrategic or Co-development PartnerJoint venture company established by Surinvest with leading edge Spanish and Chilean firms with worldwide experience for real estate design and management to carry out investments in the central area of Chile.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Credicorp Capital: Latin American investment bank and asset manager offering wealth management, asset management, and corporate advisory across the Andean region — directly comparable in cross-border emerging-market advisory and Chilean/LatAm institutional capital deployment.
• Moneda Asset Management: Chilean investment manager specializing in Latin American equity, fixed income, and private equity funds — directly comparable as a Chilean-domiciled investment firm deploying capital across emerging-market corporates and serving institutional and family-office investors.
• Dalberg Global Development Advisors: Global strategic advisory firm specializing in international development, governance, and emerging-market policy — directly comparable to Surinvest's government and civil society advisory work, with overlapping talent pipeline (Miguel Schloss sits on Dalberg's Expert Advisory Board).
• BICE Inversiones: Chilean investment advisory and wealth management firm with strong corporate and institutional client base, offering portfolio management and financial advisory services — closely overlapping Surinvest's target customer base and core service mix in Chile.
• Larraín Vial: Chilean multi-family office and wealth advisory firm offering investment management, asset administration, and corporate advisory to high-net-worth families and institutional clients in Chile and Latin America — directly comparable to Surinvest's blend of investment advisory and Chilean first-tier exposure.

Regional players

• GBM (Grupo Bursátil Mexicano): Independent Mexican investment firm offering asset management, brokerage, and corporate advisory services — comparable as a Latin American investment boutique deploying capital and providing advisory, though operating primarily in Mexico rather than Chile.
• EuroAmerica Inversiones: Chilean investment advisory and wealth management firm with strong institutional and family-office client base in Chile — comparable in Chilean advisory and portfolio management focus, though operating primarily within Chile while Surinvest extends across emerging economies.
• Balanz Capital: Argentine investment firm offering wealth management, asset management, and corporate advisory services across Latin America — comparable as an independent Latin American investment boutique, though with primary focus on Argentina rather than Chile.

Broad incumbents

• BTG Pactual Chile: Chilean arm of the largest Latin American investment bank, offering investment advisory, asset management, and corporate finance — comparable in Chilean first-tier corporate relationships and emerging-market advisory, but operating at much greater scale and product breadth.

Emerging players

• Compass Group Latin America: Latin American corporate governance and directorship advisory firm focused on board effectiveness, governance frameworks, and policy advisory — overlapping with Surinvest's governance and anti-corruption service modules across emerging economies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries3 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 Surinvest