| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 05/10/2021 |
| ADV Location | SAN JUAN, PR, United States |
| Contact Info | 787 xxxxxxx |
| Websites |
| AUM* | 322,613,665 7% |
| of that, discretionary | 322,613,665 7% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 161,306,833 -46% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds