| As of Date | 08/27/2026 |
| Registration | SEC, Approved, 07/31/2024 |
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| Former registrations | |
| ADV Location | GUAYNABO, PR, United States |
| Contact Info | 787 xxxxxxx |
| Websites |
| AUM* | 236,183,301 100% |
| of that, discretionary | 226,831,490 100% |
| Number of Employees | 31 15% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 270,009,487 108% |
| Avg Account Size | 26,242,589 56% |
| SMA’s | No |
| Private Funds | 12 8 |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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