AEP Management Company, LLC

RIAState Registered
Total AUM
$59.6M
Discretionary
$59.6M
100% of AUM
Avg account
$14.9M
Accounts
4
Employees
1
Advisory reps
3

Firm details

Headquarters
San Juan, PR
CRD number
333539
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AEP Management Company, LLC is organized as an LLC and operates as a private equity fund manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and typically serves as sponsor, general partner, or managing member of those vehicles rather than acting primarily as a discretionary capital allocator. Fees are charged as a percentage of assets under management. AEP does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Guillermo Lavergne Lopez

    Managing PartnerCRD 5816467

  • Jose Stella

    CRD 8034413

  • Rafael Somoza

    CRD 8034414

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Juan, PR

San Juan-Bayam_n, PR

Location

San Juan, PR

Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
Miramar Plz 954 Ave Ponce De
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth