UBS ASSET MANAGERS OF PUERTO RICO
  • UBS ASSET MANAGERS OF PUERTO RICO
  • UBS TRUST COMPANY OF PUERTO RICO

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Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 04/16/2021
ADV Location SAN JUAN, PR, United States
Contact Info 787 xxxxxxx
Websites
AUM* 1,377,018,437 -24%
of that, discretionary 1,377,018,437 -24%
Number of Employees 6 -45%
of those in investment advisory functions 6 -25%
Private Fund GAV* 0
Avg Account Size 72,474,655 -4%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 2B 1B 978M 652M 326M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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