Data / Investment advisers / Puerto Rico / Robostrategy Advisors
Robostrategy Advisors, San Juan, PR: $147 million AUM, SEC registered investment adviser
Robostrategy Advisors is an SEC registered investment adviser with its main office in San Juan, Puerto Rico and reports $147 million in regulatory assets under management in its Form ADV filed June 15, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 337701
- SEC file number
- 801-134211
- SEC status
- Approved, effective August 22, 2025
- Legal name
- FP Strategies LLC
- Main office
- 151 Calle de San Francisco Suite 200, San Juan, PR 00901
- Phone
- (929) 812-3667
- Regulatory AUM
- $146,533,127 in the Form ADV filed June 15, 2026
- Discretionary AUM
- $146,533,127
- Accounts
- 1
- Employees
- 8, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 15, 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 |
|---|---|---|
| Investment companies | 1 | $146.5 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 | $146.5 million | March 30, 2026 |
| December 1, 2025 | $56.5 million | October 7, 2025 |
Other advisers in San Juan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oriental Trust | San Juan | $322.6 million | Not listed | adviserinfo.sec.gov |
| Chapel Bridge Wealth Advisors | San Juan | $273.6 million | 1 | adviserinfo.sec.gov |
| VRM Penzini Capital L.L.C. | San Juan | $269.2 million | 12 | adviserinfo.sec.gov |
| Fairview Asset Management LLC | San Juan | $256 million | 10 | adviserinfo.sec.gov |
| Rioblanco Capital LLC | San Juan | $172 million | 16 | adviserinfo.sec.gov |
| Global Venture Management LLC | San Juan | $130 million | 2 | adviserinfo.sec.gov |
| Catalyst International Advisors LLC | San Juan | $58 million | 1 | adviserinfo.sec.gov |
| Preferred Capital Fund Management LLC | San Juan | Not listed | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Juan, PR
- Investment advisers in Puerto Rico
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Robostrategy Advisors on the SEC's adviser search
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.