| Total AUM | $433.1M |
| Discretionary | $433.1M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $72.2M |
| Employees | 11 |
| Peak AUM | $4.67BMar 2022 |
Total AUM
$433M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $433M | 12.5% | 26.2% | 34.3% | |
| Discretionary AUM | |||||
| Total AUM | $433.1M |
| Discretionary | $433.1M |
| Employees | 11 |
| Client Accounts | 6 |
| Client Range | 0 |
Address
207 CALLE DEL PARQUE
SAN JUAN PR 00912
Phone
6467578387
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$433M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $433M |
| 12.5% |
| 26.2% |
| 34.3% |
| Total Accounts | 6 | 0.0% | 9.1% | 3.0% |
| Avg Account Size | $72M | 12.5% | 18.8% | 32.3% |
| Employees | 11 | +10.0% | +6.9% | +6.6% |
| AUM / Employee | $39M | 20.5% | 31.0% | 38.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $433M | 12.5% | 26.2% | 34.3% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 0.0% | 9.1% | 3.0% | |