| As of Date | 12/18/2025 |
| Registration | SEC, Approved, 11/27/2020 |
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| ADV Location | GUAYNABO, PR, United States |
| Contact Info | 787 xxxxxxx |
| Websites |
| AUM* | 700,609,861 78% |
| of that, discretionary | 392,956,706 375% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 36,874,203 -6% |
| % High Net Worth | 5.26% -74% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Investment companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds