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CRD 311371
SAN JUAN, PR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| K•••••• P•••• S••••• | SOLE PROPRIETOR AND CCO | E | yes | 06/2020 | Nov 24, 2020 | Mar 29, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 31, 2025 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $1.3B | $2.6B | -47.8% | $1.5B | -3.8% | 1 | 1 | 0 | 0 |
| $1.3B |
| $0 |
| 1 |
| 1 |
| 0 |
| n/a |
| n/a |
| 2023 | Mar 29, 2024 | $2.6B | $0 | 1 | 1 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $1.8B | $0 | 1 | 1 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $1.5B | $0 | 1 | 1 | 0 | n/a | n/a |