Adviser Profile

As of Date 06/03/2026
Registration SEC, Approved, 02/11/2022
ADV Location GUAYNABO, PR, United States
Contact Info 787 xxxxxxx
AUM* 2,347,603,297 11%
of that, discretionary 0
Number of Employees 2 100%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 782,534,432 48%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- State or municipal government entities
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 2B 1B 1B 671M 335M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary