UBS ASSET MANAGERS OF PUERTO RICO

other names
  • UBS ASSET MANAGERS OF PUERTO RICO
  • UBS TRUST COMPANY OF PUERTO RICO
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 03/27/2025
ADV Location SAN JUAN, PR, United States
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 5 -55%
of those in investment advisory functions 5 -44%
Registration SEC, Approved, 04/16/2021
AUM* 1,775,120,599 3%
of that, discretionary 1,775,120,599 3%
Private Fund GAV* 0
Avg Account Size 73,963,358 3%
SMA’s No
Private Funds 0
Contact Info 787 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 2B 1B 978M 652M 326M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees