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Building 2POPULAR ASSET MANAGEMENT

Map pinSAN JUAN, PR
Phone787-754-4488
NotebookSEC #801-120872
Total AUM
$3.7B
Employees
15
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
POPULAR CENTER NORTH BUILDING, 4TH FLR
209 MUNOZ RIVERA AVE.
SAN JUAN
PR 00918
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
787-754-4488

ReceiptFinancials

Total AUM
$3.7B
Accounts
17
Discretionary
$1.7B
Accounts
16
Non-Discretionary
$2B
Accounts
1

ContactClients

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Banking Clients
1
AUM
$2B
Investment Company Clients
4
AUM
$1.5B
Pooled Vehicle Clients
1
AUM
$111.5M
Pension/Profit Sharing Plan Clients
1
AUM
$7M
Charitable Organization Clients
1
AUM
$14.8M
Government Entity Clients
1
AUM
$106.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PR

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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