| As of Date | 04/14/2026 |
| Registration | SEC, Approved, 12/16/2025 |
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| ADV Location | SAN JUAN, PR, United States |
| Contact Info | 787 xxxxxxx |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds