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Data Factory

RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

POPULAR ASSET MANAGEMENT

POPULAR ASSET MANAGEMENT LLC, CRD 313653

SAN JUAN, PR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e7ce84f-b4be-904e-7139-ff75b4a22861

Data as of Jun 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 13
On other graphs: 2
Observed: Mar 22, 2021 to Jun 12, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Popular Asset Management

Private equity manager · shared crd

Independent Sponsorsidentity

Popular Asset Management

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.43 institutional_share=0.03 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $3.7BItem 5.F on the latest filing (2026-06-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $309Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 17
Individual clients: 0
High net worth clients: 0
Private funds: 1Schedule D 7.B(1)
SEC number: 801-120872
CRD: 313653
Filings on the tape: 23
First filed: Mar 22, 2021
Latest filed: Jun 12, 2026
Organised: Limited Liability Company, PR
Website: popularfunds.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Antonio Rondan	n/a	SAN JUAN, PR	5	16	n/a	no
CRISTINA CANELLAS	n/a	SAN JUAN, PR	4	11	1	no
ANGEL M. RIVERA	n/a	SAN JUAN, PR	3	25	n/a	no
Hamada Smaili	Chartered Financial Analyst	SAN JUAN, PR	2	12	1	no
Omar Jesus Balaguer	n/a	SAN JUAN, PR	2	11	n/a	no
Adrian Brown Saenz	n/a	SAN JUAN, PR	2	10	n/a	no
Jorge E Irigoyen	n/a	SAN JUAN, PR \| San Juan, PR	1	10	1	no
Brian Isaac Aquino Andino	n/a	SAN JUAN, PR \| San Juan, PR	1	12	1	no
Felix Manuel Gonzalez	n/a	SAN JUAN, PR	1	11	n/a	no
Victor Carlos Andino Rivera	n/a	SAN JUAN, PR	1	16	n/a	no
Neudy Jose Oquendo Cosme	n/a	SAN JUAN, PR	0	14	n/a	no
Raul Andres Labrador Carballo	n/a	SAN JUAN, PR	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DIAZ DEL LLANO, BEATRIZ, L	CHIEF FINANCIAL OFFICER	Na	yes	12/2021	Mar 25, 2022	Jul 17, 2024
FUSTER VIGIER, FRANCISCO	CHIEF COMPLIANCE OFFICER	Na	yes	09/2023	Sep 14, 2023	Jul 17, 2024
POPULAR, INC.	Owner	E	yes	04/2021	Mar 22, 2021	Jul 17, 2024
RIVERA, ANGEL, M.	President	Na	yes	07/2023	Jul 28, 2023	Jul 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
POPULAR SECURITIES, LLC	n/a	Mixed wealth	$2.6B	N	yes	n/a
BANCO POPULAR DE PUERTO RICO	n/a	n/a	n/a	N	yes	Pr
POPULAR INSURANCE, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$3.7B	$1.7B	15	13	1	n/a
2024	Apr 11, 2025	$2.9B	$1.2B	13	8	1	n/a
2023	Mar 27, 2024	$2.2B	$648M	11	8	n/a	n/a
2022	Mar 31, 2023	$1.8B	$619M	10	6	n/a	n/a
2021	Mar 25, 2022	$2.3B	$800M	13	7	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.7B	$2.9B	29.1%	$1.8B	26.2%	15	13	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
POPULAR SECURITIES, LLC	2	Mar 18, 2025	Mar 18, 2025	SAN JUAN, PR	Channel change	Other	3.5%

Relationships

Affiliated with (2)

→ POPULAR SECURITIES, LLCRegistered adviserother investment adviser, broker-dealer, LP sponsor, common control
factForm ADV
← POPULAR SECURITIES, LLCRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV

Registered with (12)

← Raul Andres Labrador CarballoAdvisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV
← Neudy Jose Oquendo CosmeAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← Victor Carlos Andino RiveraAdvisorregistration: current employment
Aug 21, 2025 to presentfactForm ADV
← Felix Manuel GonzalezAdvisorregistration: current employment
Aug 4, 2025 to presentfactForm ADV
← Jorge E IrigoyenAdvisorregistration: current employment
Mar 18, 2025 to presentfactForm ADV
← Brian Isaac Aquino AndinoAdvisorregistration: current employment
Mar 18, 2025 to presentfactForm ADV
← Adrian Brown SaenzAdvisorregistration: current employment
Jul 12, 2024 to presentfactForm ADV
← Omar Jesus BalaguerAdvisorregistration: current employment
Apr 30, 2024 to presentfactForm ADV
← Hamada SmailiAdvisorregistration: current employment
Sep 22, 2023 to presentfactForm ADV
← ANGEL M. RIVERAAdvisorregistration: current employment
Jul 27, 2023 to presentfactForm ADV
← CRISTINA CANELLASAdvisorregistration: current employment
Oct 20, 2021 to presentfactForm ADV
← Antonio RondanAdvisorregistration: current employment
May 17, 2021 to presentfactForm ADV

Moved with (1)

← POPULAR SECURITIES, LLCRegistered adviser2 advisors, team lift out, same day
Mar 18, 2025 to Mar 18, 2025factForm ADV

Controls (4)

← RIVERA, ANGEL, M.OwnerPRESIDENT, ownership code NA, individual
Jul 28, 2023 to Jul 17, 2024factForm ADV
← DIAZ DEL LLANO, BEATRIZ, LOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 25, 2022 to Jul 17, 2024factForm ADV
← FUSTER VIGIER, FRANCISCOOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 14, 2023 to Jul 17, 2024factForm ADV
← POPULAR, INC.OwnerOWNER, ownership code E, domestic entity
Mar 22, 2021 to Jul 17, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Popular Asset Management reported RAUM $3.7B, up 29% from $2.9B (2025-10-15 to 2026-03-30)
Form ADVobserved 6 days ago
$836M
Occurred
Apr 11, 2025
Regulatory AUM changed
Popular Asset Management reported RAUM $2.9B, up 37% from $2.1B (2025-01-24 to 2025-04-11)
Form ADVobserved 6 days ago
$769M
Occurred
Sep 14, 2023
Control person joined
Francisco Fuster Vigier (Chief Compliance Officer) appeared on Schedule A of Popular Asset Management
Form ADVobserved 6 days ago
Occurred
Sep 14, 2023
Control person left
Armando Jose Chang (Chief Compliance Officer) no longer on Schedule A of Popular Asset Management (listed 2023-07-28, absent 2023-09-14)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2023
Control person left
R Javier Rubio (President) no longer on Schedule A of Popular Asset Management (listed 2023-03-31, absent 2023-07-28)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2023
Control person joined
M. Angel Rivera (President) appeared on Schedule A of Popular Asset Management
Form ADVobserved 6 days ago
Occurred
May 4, 2022
Control person joined
R Javier Rubio (President) appeared on Schedule A of Popular Asset Management
Form ADVobserved 6 days ago
Occurred
May 4, 2022
Control person left
Joaquin Perez (Chief Investment Officer/Manager) no longer on Schedule A of Popular Asset Management (listed 2022-03-25, absent 2022-05-04)
Form ADVobserved 6 days ago
Occurred
Mar 25, 2022
Control person joined
Joaquin Perez (Chief Investment Officer/Manager) appeared on Schedule A of Popular Asset Management
Form ADVobserved 6 days ago
Occurred
Mar 25, 2022
Control person joined
L Beatriz Diaz Del Llano (Chief Financial Officer) appeared on Schedule A of Popular Asset Management
Form ADVobserved 6 days ago
Occurred
May 18, 2021
Control person left
Javier Rubio (President) no longer on Schedule A of Popular Asset Management (listed 2021-05-14, absent 2021-05-18)
Form ADVobserved 6 days ago
Occurred
May 14, 2021
Control person joined
Javier Rubio (President) appeared on Schedule A of Popular Asset Management
Form ADVobserved 6 days ago
Occurred
Mar 22, 2021
First Form ADV filing
Popular Asset Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e7ce84f-b4be-904e-7139-ff75b4a22861
First observed: Mar 22, 2021
Last observed: Jun 12, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

POPULAR ASSET MANAGEMENT

POPULAR ASSET MANAGEMENT LLC, CRD 313653

SAN JUAN, PR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e7ce84f-b4be-904e-7139-ff75b4a22861

Data as of Jun 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:51 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Antonio Rondan

n/a

SAN JUAN, PR

n/a

CRISTINA CANELLAS

n/a

SAN JUAN, PR

ANGEL M. RIVERA

n/a

SAN JUAN, PR

n/a

Hamada Smaili

Chartered Financial Analyst

SAN JUAN, PR

Omar Jesus Balaguer

n/a

SAN JUAN, PR

n/a

Adrian Brown Saenz

n/a

SAN JUAN, PR

n/a

Jorge E Irigoyen

n/a

SAN JUAN, PR | San Juan, PR

Brian Isaac Aquino Andino

n/a

SAN JUAN, PR | San Juan, PR

Felix Manuel Gonzalez

n/a

SAN JUAN, PR

n/a

Victor Carlos Andino Rivera

n/a

SAN JUAN, PR

n/a

Neudy Jose Oquendo Cosme

n/a

SAN JUAN, PR

n/a

Raul Andres Labrador Carballo

n/a

SAN JUAN, PR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DIAZ DEL LLANO, BEATRIZ, L

CHIEF FINANCIAL OFFICER

yes

12/2021

Mar 25, 2022

Jul 17, 2024

FUSTER VIGIER, FRANCISCO

CHIEF COMPLIANCE OFFICER

yes

09/2023

Sep 14, 2023

Jul 17, 2024

POPULAR, INC.

Owner

yes

04/2021

Mar 22, 2021

Jul 17, 2024

RIVERA, ANGEL, M.

President

yes

07/2023

Jul 28, 2023

Jul 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

POPULAR SECURITIES, LLC

n/a

Mixed wealth

$2.6B

yes

n/a

BANCO POPULAR DE PUERTO RICO

n/a

yes

POPULAR INSURANCE, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$3.7B

$1.7B

n/a

2024

Apr 11, 2025

$2.9B

$1.2B

n/a

2023

Mar 27, 2024

$2.2B

$648M

n/a

2022

Mar 31, 2023

$1.8B

$619M

n/a

2021

Mar 25, 2022

$2.3B

$800M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.7B

$2.9B

29.1%

$1.8B

26.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

POPULAR SECURITIES, LLC

Mar 18, 2025

SAN JUAN, PR

Channel change

Other

3.5%