Data / Investment advisers / Puerto Rico / Popular Asset Management
Popular Asset Management, San Juan, PR: $3.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Popular Asset Management is an SEC registered investment adviser with its main office in San Juan, Puerto Rico and reports $3.7 billion in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include banks and thrifts, investment companies and pooled investment vehicles. It is paid through a percentage of assets under management and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 313653
- SEC file number
- 801-120872
- SEC status
- Approved, effective April 22, 2021
- Legal name
- Popular Asset Management LLC
- Main office
- Popular Center North Building, 4th FLR 209 Munoz Rivera Ave., San Juan, PR 00918
- Phone
- (787) 754-4488
- Website
- popularfunds.com
- Regulatory AUM
- $3,711,499,806 in the Form ADV filed October 21, 2026
- Discretionary AUM
- $1,717,555,870
- Non discretionary AUM
- $1,993,943,936
- Accounts
- 17
- Employees
- 15, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $111,501,289
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | Fewer than 5 | $1.99 billion |
| Investment companies | 4 | $1.48 billion |
| Pooled investment vehicles | 1 | $111.5 million |
| State or municipal government entities | Fewer than 5 | $106.2 million |
| Charitable organizations | Fewer than 5 | $14.8 million |
| Pension and profit sharing plans | Fewer than 5 | $7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.71 billion | March 30, 2026 |
| December 1, 2025 | $2.88 billion | October 15, 2025 |
Other advisers in San Juan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Catalyst Capital Advisors LLC | San Juan | $10.30 billion | Not listed | adviserinfo.sec.gov |
| Applied Finance Capital Management, LLC | San Juan | $4.44 billion | Not listed | adviserinfo.sec.gov |
| Rational Advisors, Inc. | San Juan | $2.56 billion | 1 | adviserinfo.sec.gov |
| Long Focus Capital Management LLC | San Juan | $2.44 billion | 1 | adviserinfo.sec.gov |
| Linse Capital LLC | San Juan | $1.71 billion | 18 | adviserinfo.sec.gov |
| UBS Asset Managers of Puerto Rico | San Juan | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Parliament Capital Management, LLC | San Juan | $1.15 billion | 23 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Juan, PR
- Investment advisers in Puerto Rico
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving banks and thrifts
- Advisers serving investment companies
- Advisers that manage private funds
- Popular Asset Management on the SEC's adviser search
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.