Data / Investment advisers / Puerto Rico / VRM Penzini Capital L.L.C.
VRM Penzini Capital L.L.C., San Juan, PR: $269 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
VRM Penzini Capital L.L.C. is an SEC registered investment adviser with its main office in San Juan, Puerto Rico and reports $269 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 12 private funds.
The request: Watch VRM Penzini Capital L.L.C. (CRD number 336315): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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.
- Registration
- SEC registered investment adviser
- CRD number
- 336315
- SEC file number
- 801-135950
- SEC status
- Approved, effective April 27, 2026
- Main office
- 322 de Diego Avenue Suite 301, San Juan, PR 00920
- Phone
- (787) 305-1015
- Website
- vrmpenzini.com
- Regulatory AUM
- $269,217,587 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $269,217,587
- Accounts
- 12
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 12: 12 private equity funds
- Gross assets of private funds
- $269,217,587
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 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 |
|---|---|---|
| Pooled investment vehicles | 12 | $269.2 million |
Other advisers in San Juan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gamma Asset Management LLC | San Juan | $424.8 million | Not listed | adviserinfo.sec.gov |
| Oriental Financial Services LLC | San Juan | $419.6 million | Not listed | adviserinfo.sec.gov |
| Thomas Wright Asset Management, Inc. | San Juan | $341.3 million | Not listed | adviserinfo.sec.gov |
| 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 |
| Fairview Asset Management LLC | San Juan | $256 million | 10 | adviserinfo.sec.gov |
| Rioblanco Capital LLC | San Juan | $172 million | 16 | adviserinfo.sec.gov |
| Robostrategy Advisors | San Juan | $146.5 million | Not listed | 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 pooled investment vehicles
- Advisers that manage private funds
- VRM Penzini Capital L.L.C. 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.