DFX Intelligence
Banco Popular
unclassified
unclassified
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
2 allocators
- Baxter Healthcare of Puerto Rico Pension Plan Trusteethrough Dec 31, 2024
- Commoloco Retirement Plan Trusteethrough Dec 31, 2024
Schedule C rows
2 rows, $243,443 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Baxter Healthcare of Puerto Rico Pension Plan | 2024 | 21 50 | NONE | $185,975 |
| Commoloco Retirement Plan | 2024 | 21 50 62 | TRUSTEE | $57,468 |
What changed
No dated events.