Americana Partners, an independent registered investment advisor (RIA) with over $7 billion in assets under management, announced its expansion into the Latin American market with the launch of Americana Partners International, dedicated to providing family office services to ultra-high-net-worth individuals in the region.
Jorge Suárez-Vélez will serve as Executive Director and Founding Partner of Americana Partners International (API). As the former Managing Director of Allen & Company Investment Advisors, the RIA branch of investment bank Allen & Co, Suárez-Vélez brings to the firm over 20 years of industry experience, particularly deep expertise in Mexican political and economic issues.
“While many of the wealthiest Latin American families have ties and business dealings both in Latin America and the United States, especially as they grow into the third and fourth generation, we see an opportunity to offer our services, expertise, and relationships to these families, and we are excited to have Jorge leading this tremendous effort,” said Ason Fertitta, CEO and Partner of Americana Partners.
Americana Partners celebrated its fifth anniversary on April 26, 2024, and has grown rapidly since its launch in 2019. In February 2023, the company hired a $700 million team based in the Permian Basin in Texas.
With the addition of its new international clientele, Americana Partners will add Pershing Advisor Services as a custodian to its current custody relationships with Schwab and Fidelity.
“I look forward to bringing Americana Partners’ technology, portfolio management, and family office approach to the Latam clientele,” said Suárez-Vélez.
“We couldn’t be prouder of how far Americana Partners has come and we are excited and optimistic about our future. In five short years, we have more than tripled the size of our firm in nearly every meaningful metric, and yet we know we are just getting started,” reiterated Ron Thacker.
Americana Partners is a member of the Dynasty Network of independent advisory firms. For over a decade, Dynasty has advocated for the benefits of independent wealth management for high and ultra-high-net-worth clients and has contributed to the movement of assets from traditional brokerage channels to independent wealth management channels.
Dynasty Investment Bank acted as exclusive financial advisor to Americana Partners and provided financing to help support the transaction.
