AEP Management Company, LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 333539
- Website
- www.ashfordventures.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Guillermo Lavergne Lopez
Managing PartnerCRD 5816467
Jose Stella
CRD 8034413
Rafael Somoza
CRD 8034414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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