ORIENTAL TRUST
  • ORIENTAL TRUST
  • ORIENTAL BANK

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 05/10/2021
ADV Location SAN JUAN, PR, United States
Contact Info 787 xxxxxxx
Websites
AUM* 322,613,665 7%
of that, discretionary 322,613,665 7%
Number of Employees 9 13%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 161,306,833 -46%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

371M 318M 265M 212M 159M 106M 53M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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