Data / Investment advisers / Serving corporations and other businesses / Puerto Rico
Investment advisers in Puerto Rico serving corporations and other businesses: 13 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
13 SEC registered investment advisers with a main office in Puerto Rico report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $4.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Popular Securities, LLC.
The request: Every investment adviser in Puerto Rico that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.
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- 13Advisers
- $4.2 billionAUM from this client type
- 13Advisers over $100 million
- November 2, 2026File date
Advisers in Puerto Rico serving corporations and other businesses
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|---|---|---|---|---|
| Popular Securities, LLC | Hato Rey | 538 | $1.50 billion | $2.62 billion | adviserinfo.sec.gov |
| Long Focus Capital Management LLC | San Juan | Fewer than 5 | $690.8 million | $2.44 billion | adviserinfo.sec.gov |
| Celeres Capital Advisors, LLC | San Juan | Fewer than 5 | $523 million | $534.8 million | adviserinfo.sec.gov |
| X-Square Capital | Guaynabo | 75 | $490.4 million | $790.9 million | adviserinfo.sec.gov |
| Gamma Asset Management LLC | San Juan | 39 | $339.6 million | $424.8 million | adviserinfo.sec.gov |
| Atlas Asset Management LLC | Guaynabo | 12 | $299.2 million | $700.6 million | adviserinfo.sec.gov |
| Oriental Financial Services LLC | San Juan | 80 | $195.7 million | $419.6 million | adviserinfo.sec.gov |
| Euro Pacific Asset Management, LLC | Dorado | 69 | $60.5 million | $2.18 billion | adviserinfo.sec.gov |
| Freedom Advisory | Guaynabo | 9 | $42.2 million | $880.6 million | adviserinfo.sec.gov |
| Consultiva Wealth Management, Corp. | San Juan | 3 | $37.5 million | $532.7 million | adviserinfo.sec.gov |
| Aton Financial LLC | San Juan | 9 | $33.8 million | $600.9 million | adviserinfo.sec.gov |
| Talon LLC | San Juan | Fewer than 5 | $4.8 million | $1.06 billion | adviserinfo.sec.gov |
| Vauban Wealth Management | Guaynabo | 2 | $4.4 million | $181.2 million | adviserinfo.sec.gov |
Also on SpecStream
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.