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Data / Investment advisers / Puerto Rico / Guaynabo

Investment advisers in Guaynabo, PR: 16 firms, $7.6 billion in AUM

16 investment advisers have their main office in Guaynabo, Puerto Rico: 12 SEC registered and 4 exempt reporting. The registered advisers report $7.6 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Mission Prime LLC with $2.3 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

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  • 16Advisers
  • 12SEC registered
  • 4Exempt reporting
  • $7.6 billionTotal AUM
  • 11Advisers over $100 million
  • 11Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Mission Prime LLCGuaynabo$2.35 billion32Not listed(787) 487-5843adviserinfo.sec.gov
Connelly Capital Management LLCGuaynabo$1.05 billion37238(787) 231-8042connellycap.comadviserinfo.sec.gov
Freedom AdvisoryGuaynabo$880.6 million93811Not listed(787) 792-3000adviserinfo.sec.gov
X-Square CapitalGuaynabo$790.9 million32673(787) 282-1621adviserinfo.sec.gov
Atlas Asset Management LLCGuaynabo$700.6 million193Not listed(787) 781-1301atlasam.comadviserinfo.sec.gov
The Phoenix Fund Advisor LLCGuaynabo$596.4 million2151(787) 510-6600phoenixfund.comadviserinfo.sec.gov
Universal Financial Services Inc.Guaynabo$324.6 million13Not listed(787) 706-7095universallifepr.comadviserinfo.sec.gov
Arco Global Management, LLCGuaynabo$260.4 million121(787) 589-8515arcocapital.comadviserinfo.sec.gov
Sygnus Capital PR LLCGuaynabo$236.2 million93111(787) 706-9292adviserinfo.sec.gov
Bluhaus Capital Management LLCGuaynabo$230.8 million14314(787) 708-6747adviserinfo.sec.gov
Vauban Wealth ManagementGuaynabo$181.2 million592Not listed1-787-425-0035/0036adviserinfo.sec.gov
Pinnacle Equity Partners GP LLCGuaynaboNot listedNot listedNot listed5(787) 587-0610adviserinfo.sec.gov
Yolo Management LLCGuaynaboNot listedNot listedNot listed3(787) 300-6129adviserinfo.sec.gov
BP Fund Management LLCGuaynaboNot listedNot listedNot listed2(787) 999-8450adviserinfo.sec.gov
Centuria Capital Partners LLCGuaynaboNot listed021(787) 994-3748adviserinfo.sec.gov
Jac Advisors, LLCGuaynaboNot listedNot listedNot listed1(787) 739-1302adviserinfo.sec.gov

Advisers in Guaynabo that manage private funds

11 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Connelly Capital Management LLCGuaynaboPR38Not listed38Not listedNot listed$1.08 billion$1.05 billionadviserinfo.sec.gov
Bluhaus Capital Management LLCGuaynaboPR14Not listed14Not listedNot listed$230.8 million$230.8 millionadviserinfo.sec.gov
Sygnus Capital PR LLCGuaynaboPR11Not listed6Not listedNot listed$270 million$236.2 millionadviserinfo.sec.gov
Pinnacle Equity Partners GP LLCGuaynaboPR5Not listed5Not listedNot listed$18 millionNot listedadviserinfo.sec.gov
X-Square CapitalGuaynaboPR312Not listedNot listed$364.6 million$790.9 millionadviserinfo.sec.gov
Yolo Management LLCGuaynaboPR3Not listed3Not listedNot listed$80.6 millionNot listedadviserinfo.sec.gov
BP Fund Management LLCGuaynaboPR2Not listed2Not listedNot listed$140 millionNot listedadviserinfo.sec.gov
The Phoenix Fund Advisor LLCGuaynaboPR1Not listed1Not listedNot listed$604 million$596.4 millionadviserinfo.sec.gov
Arco Global Management, LLCGuaynaboPR1Not listedNot listedNot listedNot listed$260.4 million$260.4 millionadviserinfo.sec.gov
Centuria Capital Partners LLCGuaynaboPR1Not listed1Not listedNot listedNot listedNot listedadviserinfo.sec.gov
Jac Advisors, LLCGuaynaboPR1Not listed1Not listedNot listed$32.3 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.