Adviser Profile
| As of Date | 03/25/2026 |
| Registration | Puerto Rico, Approved, 01/30/2025 |
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| Former registrations | |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 46,778,717 11% |
| of that, discretionary | 46,778,717 11% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 502,997 13% |
| % High Net Worth | 86.36% -14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds