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Data / Investment advisers / Serving pooled investment vehicles / Puerto Rico

Investment advisers in Puerto Rico serving pooled investment vehicles: 27 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

27 SEC registered investment advisers with a main office in Puerto Rico report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $14.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Troluce Capital Advisors LLC.

The request: Every investment adviser in Puerto Rico that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.

Get pooled investment vehicles advisers in Puerto RicoWatch new advisers in Puerto Rico

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.

  • 27Advisers
  • $14.9 billionAUM from this client type
  • 25Advisers over $100 million
  • November 2, 2026File date

Advisers in Puerto Rico serving pooled investment vehicles

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Troluce Capital Advisors LLCDorado7$2.09 billion$2.24 billionadviserinfo.sec.gov
Pleasant Lake Partners LLCRincon11$2.06 billion$2.06 billionadviserinfo.sec.gov
Long Focus Capital Management LLCSan Juan3$1.75 billion$2.44 billionadviserinfo.sec.gov
Linse Capital LLCSan Juan18$1.71 billion$1.71 billionadviserinfo.sec.gov
Parliament Capital Management, LLCSan Juan23$1.15 billion$1.15 billionadviserinfo.sec.gov
Connelly Capital Management LLCGuaynabo3$1.05 billion$1.05 billionadviserinfo.sec.gov
Sava Capital LLCDorado1$1.00 billion$1.00 billionadviserinfo.sec.gov
Lynx1 Capital Management LPDorado5$626.7 million$626.7 millionadviserinfo.sec.gov
The Phoenix Fund Advisor LLCGuaynabo2$596.4 million$596.4 millionadviserinfo.sec.gov
Praetorian PR LLCRincon2$471.3 million$471.3 millionadviserinfo.sec.gov
TC Latin America Partners LLCSan Juan5$396.6 million$529.7 millionadviserinfo.sec.gov
VRM Penzini Capital L.L.C.San Juan12$269.2 million$269.2 millionadviserinfo.sec.gov
Arco Global Management, LLCGuaynabo1$260.4 million$260.4 millionadviserinfo.sec.gov
Fairview Asset Management LLCSan Juan10$256 million$256 millionadviserinfo.sec.gov
Bluhaus Capital Management LLCGuaynabo14$230.8 million$230.8 millionadviserinfo.sec.gov
Sygnus Capital PR LLCGuaynabo12$226.7 million$236.2 millionadviserinfo.sec.gov
Aton Financial LLCSan Juan5$172.3 million$600.9 millionadviserinfo.sec.gov
Rioblanco Capital LLCSan Juan16$172 million$172 millionadviserinfo.sec.gov
Global Venture Management LLCSan Juan2$130 million$130 millionadviserinfo.sec.gov
Popular Asset ManagementSan Juan1$111.5 million$3.71 billionadviserinfo.sec.gov
X-Square CapitalGuaynabo1$70.8 million$790.9 millionadviserinfo.sec.gov
Catalyst International Advisors LLCSan Juan1$58 million$58 millionadviserinfo.sec.gov
Gamma Asset Management LLCSan Juan1$36.4 million$424.8 millionadviserinfo.sec.gov
Celeres Capital Advisors, LLCSan Juan2$11.8 million$534.8 millionadviserinfo.sec.gov
Equalize Capital LLCSan Juan1$10.8 million$39.5 millionadviserinfo.sec.gov
Rational Advisors, Inc.San Juan1$9.7 million$2.56 billionadviserinfo.sec.gov
Chapel Bridge Wealth AdvisorsSan Juan1$6.9 million$273.6 millionadviserinfo.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.