UBS ASSET MANAGERS OF PUERTO RICO
- UBS ASSET MANAGERS OF PUERTO RICO
- UBS TRUST COMPANY OF PUERTO RICO
Adviser Profile
| As of Date | 03/27/2025 |
| Registration | SEC, Approved, 04/16/2021 |
| ADV Location | SAN JUAN, PR, United States |
| Contact Info | 787 xxxxxxx |
| Websites |
| AUM* | 1,775,120,599 -2% |
| 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 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Number of Employees 5 -55%
of those in investment advisory functions 5 -44%
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
Private Funds
No private funds