| As of Date | 03/20/2026 |
| Registration status | Terminated |
| ADV Location | SAN JUAN, PR, United States |
| Contact Info | 714 xxxxxxx |
| Websites |
| AUM* | 106,947,720 |
| of that, discretionary | 106,947,720 |
| Private Fund GAV* | 0 |
| Avg Account Size | 21,389,544 |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 9
of those in investment advisory functions 4
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees