Data / Investment advisers / Puerto Rico
Investment advisers in Puerto Rico: 84 firms, $55.6 billion in AUM
84 investment advisers have their main office in Puerto Rico: 49 SEC registered and 35 exempt reporting. The registered advisers report $55.6 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Catalyst Capital Advisors LLC with $10.3 billion.
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.
Get advisers in Puerto Rico over $100 millionWatch new advisers in Puerto RicoGet private fund advisers in Puerto Rico
- 84Advisers
- 49SEC registered
- 35Exempt reporting
- $55.6 billionTotal AUM
- 44Advisers over $100 million
- 61Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | San Juan | $10.30 billion | 19 | 17 | Not listed | (646) 757-8387 | adviserinfo.sec.gov | |
| Applied Finance Capital Management, LLC | San Juan | $4.44 billion | 3,390 | 3 | Not listed | (800) 673-0400 | appliedfinance.com | adviserinfo.sec.gov |
| Popular Asset Management | San Juan | $3.71 billion | 17 | 15 | 1 | (787) 754-4488 | popularfunds.com | adviserinfo.sec.gov |
| Popular Securities, LLC | Hato Rey | $2.62 billion | 2,767 | 91 | Not listed | (787) 758-7400 | popular.com | adviserinfo.sec.gov |
| Rational Advisors, Inc. | San Juan | $2.56 billion | 13 | 17 | 1 | (646) 757-8387 | catalyst-insights.com | adviserinfo.sec.gov |
| Long Focus Capital Management LLC | San Juan | $2.44 billion | 4 | 11 | 1 | (787) 333-0240 | adviserinfo.sec.gov | |
| Swan Global Management | Humacao | $2.39 billion | 1,231 | 3 | Not listed | (970) 382-9055 | etfs.swanglobalinvestments.com | adviserinfo.sec.gov |
| Mission Prime LLC | Guaynabo | $2.35 billion | 3 | 2 | Not listed | (787) 487-5843 | adviserinfo.sec.gov | |
| Troluce Capital Advisors LLC | Dorado | $2.24 billion | 8 | 5 | 6 | (646) 347-8802 | adviserinfo.sec.gov | |
| Euro Pacific Asset Management, LLC | Dorado | $2.18 billion | 3,661 | 14 | Not listed | (866) 878-2881 | adviserinfo.sec.gov | |
| Pleasant Lake Partners LLC | Rincon | $2.06 billion | 11 | 19 | 6 | (804) 363-4458 | plpfunds.com | adviserinfo.sec.gov |
| Linse Capital LLC | San Juan | $1.71 billion | 18 | 5 | 18 | (775) 298-5350 | adviserinfo.sec.gov | |
| UBS Asset Managers of Puerto Rico | San Juan | $1.38 billion | 19 | 6 | Not listed | (787) 773-3888 | ubs.com | adviserinfo.sec.gov |
| Parliament Capital Management, LLC | San Juan | $1.15 billion | 23 | 19 | 23 | (787) 200-9004 | parliamentcapital.com | adviserinfo.sec.gov |
| Talon LLC | San Juan | $1.06 billion | 11,189 | 22 | Not listed | (352) 751-3200 | guardingyournestegg.com | adviserinfo.sec.gov |
| Connelly Capital Management LLC | Guaynabo | $1.05 billion | 37 | 2 | 38 | (787) 231-8042 | connellycap.com | adviserinfo.sec.gov |
| Sava Capital LLC | Dorado | $1.00 billion | 1 | 5 | 1 | (914) 924-4988 | adviserinfo.sec.gov | |
| Freedom Advisory | Guaynabo | $880.6 million | 938 | 11 | Not listed | (787) 792-3000 | adviserinfo.sec.gov | |
| X-Square Capital | Guaynabo | $790.9 million | 326 | 7 | 3 | (787) 282-1621 | adviserinfo.sec.gov | |
| Atlas Asset Management LLC | Guaynabo | $700.6 million | 19 | 3 | Not listed | (787) 781-1301 | atlasam.com | adviserinfo.sec.gov |
| Lynx1 Capital Management LP | Dorado | $626.7 million | 5 | 5 | 2 | (929) 888-7476 | adviserinfo.sec.gov | |
| Aton Financial LLC | San Juan | $600.9 million | 422 | 9 | 5 | (787) 725-6070 | atonfinancial.com | adviserinfo.sec.gov |
| The Phoenix Fund Advisor LLC | Guaynabo | $596.4 million | 2 | 15 | 1 | (787) 510-6600 | phoenixfund.com | adviserinfo.sec.gov |
| Celeres Capital Advisors, LLC | San Juan | $534.8 million | 2 | 4 | Not listed | (646) 481-0469 | celerescapital.com | adviserinfo.sec.gov |
| Consultiva Wealth Management, Corp. | San Juan | $532.7 million | 137 | 25 | Not listed | (787) 763-5868 | consultiva.com | adviserinfo.sec.gov |
| TC Latin America Partners LLC | San Juan | $529.7 million | 9 | 9 | 7 | (347) 289-3310 | adviserinfo.sec.gov | |
| Praetorian PR LLC | Rincon | $471.3 million | 2 | 4 | 1 | (786) 396-1281 | pracap.com | adviserinfo.sec.gov |
| Alphacentric Advisors LLC | San Juan | $433.1 million | 6 | 11 | Not listed | (646) 757-8387 | alphacentricfunds.com | adviserinfo.sec.gov |
| Gamma Asset Management LLC | San Juan | $424.8 million | 108 | 13 | Not listed | (787) 957-3260 | gammaam.com | adviserinfo.sec.gov |
| Oriental Financial Services LLC | San Juan | $419.6 million | 468 | 28 | Not listed | (787) 474-1993 | orientalbank.com | adviserinfo.sec.gov |
| Thomas Wright Asset Management, Inc. | San Juan | $341.3 million | 47 | 1 | Not listed | (843) 971-4265 | investwright.com | adviserinfo.sec.gov |
| Universal Financial Services Inc. | Guaynabo | $324.6 million | 1 | 3 | Not listed | (787) 706-7095 | universallifepr.com | adviserinfo.sec.gov |
| Oriental Trust | San Juan | $322.6 million | 2 | 9 | Not listed | (787) 771-6800 | dgiinvest.com | adviserinfo.sec.gov |
| Chapel Bridge Wealth Advisors | San Juan | $273.6 million | 233 | 3 | 1 | (614) 552-8200 | chapelbridge.com | adviserinfo.sec.gov |
| VRM Penzini Capital L.L.C. | San Juan | $269.2 million | 12 | 4 | 12 | (787) 305-1015 | vrmpenzini.com | adviserinfo.sec.gov |
| Arco Global Management, LLC | Guaynabo | $260.4 million | 1 | 2 | 1 | (787) 589-8515 | arcocapital.com | adviserinfo.sec.gov |
| Fairview Asset Management LLC | San Juan | $256 million | 10 | 4 | 10 | (939) 318-2556 | adviserinfo.sec.gov | |
| Sygnus Capital PR LLC | Guaynabo | $236.2 million | 9 | 31 | 11 | (787) 706-9292 | adviserinfo.sec.gov | |
| Bluhaus Capital Management LLC | Guaynabo | $230.8 million | 14 | 3 | 14 | (787) 708-6747 | adviserinfo.sec.gov | |
| Adrian Day Asset Management | Dorado | $221.6 million | 234 | 3 | Not listed | (410) 224-2037 | adriandayassetmanagement.com | adviserinfo.sec.gov |
| Vauban Wealth Management | Guaynabo | $181.2 million | 59 | 2 | Not listed | 1-787-425-0035/0036 | adviserinfo.sec.gov | |
| Rioblanco Capital LLC | San Juan | $172 million | 16 | 17 | 16 | (787) 474-8338 | adviserinfo.sec.gov | |
| Robostrategy Advisors | San Juan | $146.5 million | 1 | 8 | Not listed | (929) 812-3667 | adviserinfo.sec.gov | |
| Global Venture Management LLC | San Juan | $130 million | 2 | 1 | 2 | (516) 267-7028 | globalventuremanagement.com | adviserinfo.sec.gov |
| Catalyst International Advisors LLC | San Juan | $58 million | 1 | 15 | 1 | (646) 757-8387 | catalystucits.com | adviserinfo.sec.gov |
| Equalize Capital LLC | San Juan | $39.5 million | 2 | 4 | 1 | (443) 802-6135 | equalizecapital.com | adviserinfo.sec.gov |
| Preferred Capital Fund Management LLC | San Juan | Not listed | Not listed | Not listed | 14 | (787) 499-0002 | adviserinfo.sec.gov | |
| M31 Capital Management, LLC | San Juan | Not listed | Not listed | Not listed | 12 | (917) 428-0352 | adviserinfo.sec.gov | |
| Lemvega Capital | San Juan | Not listed | Not listed | Not listed | 10 | (939) 317-0609 | adviserinfo.sec.gov | |
| Tyrell LLC | San Juan | Not listed | Not listed | Not listed | 10 | (609) 575-6895 | adviserinfo.sec.gov | |
| Caribbean Investment & Acquisition LLC | San Juan | Not listed | Not listed | Not listed | 9 | (787) 919-7305 | ciacpr.com | adviserinfo.sec.gov |
| Gateway Ventures Management LLC | San Juan | Not listed | Not listed | Not listed | 9 | (939) 336-7423 | gatecapventures.com | adviserinfo.sec.gov |
| Advent-Morro Equity Partners, Inc. | San Juan | Not listed | Not listed | Not listed | 8 | (787) 725-5285 | adventmorro.com | adviserinfo.sec.gov |
| Re Investment Advisors, LLC | San Juan | Not listed | Not listed | Not listed | 7 | (787) 547-4950 | adviserinfo.sec.gov | |
| Font Management, LLC | San Sebastian | Not listed | Not listed | Not listed | 6 | (787) 896-2533 | adviserinfo.sec.gov | |
| Pinnacle Equity Partners GP LLC | Guaynabo | Not listed | Not listed | Not listed | 5 | (787) 587-0610 | adviserinfo.sec.gov | |
| Connect Capital Management LLC | San Juan | Not listed | Not listed | Not listed | 4 | (787) 406-8454 | adviserinfo.sec.gov | |
| Grupo Guayacan | San Juan | Not listed | Not listed | Not listed | 4 | (787) 641-6028 | guayacan.org | adviserinfo.sec.gov |
| Interlink Capital, LLC | San Juan | Not listed | Not listed | Not listed | 4 | (787) 753-8455 | adviserinfo.sec.gov | |
| Rebel Management, LLC | San Juan | Not listed | Not listed | Not listed | 4 | (787) 508-3732 | rebelfund.vc | adviserinfo.sec.gov |
| Eight Capital Management LLC | Caguas | Not listed | Not listed | Not listed | 3 | (787) 636-2233 | adviserinfo.sec.gov | |
| Olive Hospitality Group LLC | San Juan | Not listed | Not listed | Not listed | 3 | (787) 705-9994 | adviserinfo.sec.gov | |
| Sabanera Private Equity Manager LLC | Dorado | Not listed | Not listed | Not listed | 3 | (787) 796-5656 | adviserinfo.sec.gov | |
| Stonecrest Investment Management | San Juan | Not listed | Not listed | Not listed | 3 | 443-797-7114 & 281-794-0077 | stonecrestinvest.com | adviserinfo.sec.gov |
| Yolo Management LLC | Guaynabo | Not listed | Not listed | Not listed | 3 | (787) 300-6129 | adviserinfo.sec.gov | |
| Agm 60 | San Juan | Not listed | Not listed | Not listed | 2 | (787) 406-2717 | greenislecapital.com | adviserinfo.sec.gov |
| BP Fund Management LLC | Guaynabo | Not listed | Not listed | Not listed | 2 | (787) 999-8450 | adviserinfo.sec.gov | |
| Cabrera Group Pe Fund Manager LLC | Hatillo | Not listed | Not listed | Not listed | 2 | (787) 880-8080 | adviserinfo.sec.gov | |
| Cefi Capital, LLC | San Juan | Not listed | Not listed | Not listed | 2 | (787) 302-2334 | adviserinfo.sec.gov | |
| Manchester Management PR, LLC | San Juan | Not listed | Not listed | Not listed | 2 | (617) 399-1741 | adviserinfo.sec.gov | |
| Metro Capital MGMT LLC | San Juan | Not listed | Not listed | Not listed | 2 | (787) 919-0454 | adviserinfo.sec.gov | |
| Centuria Capital Partners LLC | Guaynabo | Not listed | 0 | 2 | 1 | (787) 994-3748 | adviserinfo.sec.gov | |
| Hashira Capital | San Juan | Not listed | Not listed | Not listed | 1 | (346) 535-1450 | adviserinfo.sec.gov | |
| J. Stone Management LLC | San Juan | Not listed | Not listed | Not listed | 1 | (516) 650-1451 | adviserinfo.sec.gov | |
| Jac Advisors, LLC | Guaynabo | Not listed | Not listed | Not listed | 1 | (787) 739-1302 | adviserinfo.sec.gov | |
| Moonsail Capital LLC | San Juan | Not listed | Not listed | Not listed | 1 | (787) 505-1161 | moonsailcapital.com | adviserinfo.sec.gov |
| Morro Venture Partners LLC | San Juan | Not listed | Not listed | Not listed | 1 | (787) 725-5285 | morroventures.com | adviserinfo.sec.gov |
| Patagonia Research | San Juan | Not listed | Not listed | Not listed | 1 | (847) 502-8856 | adviserinfo.sec.gov | |
| Rocana-Semillero Advisors PR LLC | San Juan | Not listed | Not listed | Not listed | 1 | (787) 430-8888 | rocanaventures.com | adviserinfo.sec.gov |
| Semillero Advisors, LLC | San Juan | Not listed | Not listed | Not listed | 1 | (646) 413-3484 | semilleropartners.com | adviserinfo.sec.gov |
| Stratagem Capital Management LLC | San Juan | Not listed | Not listed | Not listed | 1 | (787) 379-2054 | stratagem.capital | adviserinfo.sec.gov |
| Vex Capital | San Juan | Not listed | Not listed | Not listed | 1 | (650) 924-2785 | vex.capital | adviserinfo.sec.gov |
| Savile Capital Management LLC | San Juan | Not listed | 0 | 3 | Not listed | (787) 763-5868 | adviserinfo.sec.gov | |
| Savile Private Wealth LLC | San Juan | Not listed | 0 | 2 | Not listed | (307) 655-1008 | adviserinfo.sec.gov |
Advisers in Puerto Rico that manage private funds
61 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Connelly Capital Management LLC | Guaynabo | PR | 38 | Not listed | 38 | Not listed | Not listed | $1.08 billion | $1.05 billion | adviserinfo.sec.gov |
| Parliament Capital Management, LLC | San Juan | PR | 23 | Not listed | 23 | Not listed | Not listed | $1.14 billion | $1.15 billion | adviserinfo.sec.gov |
| Linse Capital LLC | San Juan | PR | 18 | Not listed | 13 | 5 | Not listed | $1.71 billion | $1.71 billion | adviserinfo.sec.gov |
| Rioblanco Capital LLC | San Juan | PR | 16 | Not listed | 4 | Not listed | 12 | $172 million | $172 million | adviserinfo.sec.gov |
| Bluhaus Capital Management LLC | Guaynabo | PR | 14 | Not listed | 14 | Not listed | Not listed | $230.8 million | $230.8 million | adviserinfo.sec.gov |
| Preferred Capital Fund Management LLC | San Juan | PR | 14 | Not listed | 14 | Not listed | Not listed | $42.4 million | Not listed | adviserinfo.sec.gov |
| VRM Penzini Capital L.L.C. | San Juan | PR | 12 | Not listed | 12 | Not listed | Not listed | $269.2 million | $269.2 million | adviserinfo.sec.gov |
| M31 Capital Management, LLC | San Juan | PR | 12 | Not listed | 11 | Not listed | Not listed | $51.8 million | Not listed | adviserinfo.sec.gov |
| Sygnus Capital PR LLC | Guaynabo | PR | 11 | Not listed | 6 | Not listed | Not listed | $270 million | $236.2 million | adviserinfo.sec.gov |
| Fairview Asset Management LLC | San Juan | PR | 10 | 1 | Not listed | Not listed | 9 | $290.9 million | $256 million | adviserinfo.sec.gov |
| Lemvega Capital | San Juan | PR | 10 | Not listed | Not listed | Not listed | Not listed | $144.5 million | Not listed | adviserinfo.sec.gov |
| Tyrell LLC | San Juan | PR | 10 | Not listed | 1 | 9 | Not listed | $119.5 million | Not listed | adviserinfo.sec.gov |
| Caribbean Investment & Acquisition LLC | San Juan | PR | 9 | Not listed | 9 | Not listed | Not listed | $38.5 million | Not listed | adviserinfo.sec.gov |
| Gateway Ventures Management LLC | San Juan | PR | 9 | Not listed | Not listed | 9 | Not listed | $56.9 million | Not listed | adviserinfo.sec.gov |
| Advent-Morro Equity Partners, Inc. | San Juan | PR | 8 | Not listed | 8 | Not listed | Not listed | $139.8 million | Not listed | adviserinfo.sec.gov |
| TC Latin America Partners LLC | San Juan | PR | 7 | Not listed | Not listed | Not listed | 7 | $388.2 million | $529.7 million | adviserinfo.sec.gov |
| Re Investment Advisors, LLC | San Juan | PR | 7 | Not listed | 7 | Not listed | Not listed | $86.3 million | Not listed | adviserinfo.sec.gov |
| Troluce Capital Advisors LLC | Dorado | PR | 6 | 6 | Not listed | Not listed | Not listed | $2.10 billion | $2.24 billion | adviserinfo.sec.gov |
| Pleasant Lake Partners LLC | Rincon | PR | 6 | 5 | 1 | Not listed | Not listed | $1.49 billion | $2.06 billion | adviserinfo.sec.gov |
| Font Management, LLC | San Sebastian | PR | 6 | Not listed | 6 | Not listed | Not listed | $122.6 million | Not listed | adviserinfo.sec.gov |
| Aton Financial LLC | San Juan | PR | 5 | Not listed | 5 | Not listed | Not listed | $172 million | $600.9 million | adviserinfo.sec.gov |
| Pinnacle Equity Partners GP LLC | Guaynabo | PR | 5 | Not listed | 5 | Not listed | Not listed | $18 million | Not listed | adviserinfo.sec.gov |
| Connect Capital Management LLC | San Juan | PR | 4 | Not listed | 4 | Not listed | Not listed | $99.4 million | Not listed | adviserinfo.sec.gov |
| Grupo Guayacan | San Juan | PR | 4 | Not listed | 4 | Not listed | Not listed | $17.5 million | Not listed | adviserinfo.sec.gov |
| Interlink Capital, LLC | San Juan | PR | 4 | Not listed | 4 | Not listed | Not listed | $88.5 million | Not listed | adviserinfo.sec.gov |
| Rebel Management, LLC | San Juan | PR | 4 | Not listed | Not listed | 4 | Not listed | $121 million | Not listed | adviserinfo.sec.gov |
| X-Square Capital | Guaynabo | PR | 3 | 1 | 2 | Not listed | Not listed | $364.6 million | $790.9 million | adviserinfo.sec.gov |
| Eight Capital Management LLC | Caguas | PR | 3 | Not listed | 3 | Not listed | Not listed | $59.4 million | Not listed | adviserinfo.sec.gov |
| Olive Hospitality Group LLC | San Juan | PR | 3 | Not listed | 3 | Not listed | Not listed | $51.8 million | Not listed | adviserinfo.sec.gov |
| Sabanera Private Equity Manager LLC | Dorado | PR | 3 | Not listed | 3 | Not listed | Not listed | $117.3 million | Not listed | adviserinfo.sec.gov |
| Stonecrest Investment Management | San Juan | PR | 3 | Not listed | 3 | Not listed | Not listed | $125 million | Not listed | adviserinfo.sec.gov |
| Yolo Management LLC | Guaynabo | PR | 3 | Not listed | 3 | Not listed | Not listed | $80.6 million | Not listed | adviserinfo.sec.gov |
| Lynx1 Capital Management LP | Dorado | PR | 2 | 1 | 1 | Not listed | Not listed | $576.8 million | $626.7 million | adviserinfo.sec.gov |
| Global Venture Management LLC | San Juan | PR | 2 | Not listed | 2 | Not listed | Not listed | $130 million | $130 million | adviserinfo.sec.gov |
| Agm 60 | San Juan | PR | 2 | Not listed | 2 | Not listed | Not listed | $33 million | Not listed | adviserinfo.sec.gov |
| BP Fund Management LLC | Guaynabo | PR | 2 | Not listed | 2 | Not listed | Not listed | $140 million | Not listed | adviserinfo.sec.gov |
| Cabrera Group Pe Fund Manager LLC | Hatillo | PR | 2 | Not listed | 2 | Not listed | Not listed | $53.6 million | Not listed | adviserinfo.sec.gov |
| Cefi Capital, LLC | San Juan | PR | 2 | Not listed | 1 | Not listed | Not listed | $92 million | Not listed | adviserinfo.sec.gov |
| Manchester Management PR, LLC | San Juan | PR | 2 | 2 | Not listed | Not listed | Not listed | $63.5 million | Not listed | adviserinfo.sec.gov |
| Metro Capital MGMT LLC | San Juan | PR | 2 | Not listed | 2 | Not listed | Not listed | $28.8 million | Not listed | adviserinfo.sec.gov |
Cities in Puerto Rico
More ways to read Puerto Rico
- Advisers in Puerto Rico with $1 billion to $10 billion in AUM
- Advisers in Puerto Rico with $100 million to $500 million in AUM
- Advisers in Puerto Rico serving individuals
- Advisers in Puerto Rico serving high net worth individuals
- Advisers in Puerto Rico serving investment companies
- Advisers in Puerto Rico serving pooled investment vehicles
- Advisers in Puerto Rico serving corporations and other businesses
- Private fund advisers in Puerto Rico
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.