AEP MANAGEMENT COMPANY, LLC.
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
FINTRXOverview
AEP Management Company, LLC is organized as an LLC and operates primarily as a manager of pooled investment vehicles, with a classification tied to private equity fund activity. Its clients are institutional, and the firm charges fees as a percentage of assets under management. AEP serves in sponsor and general partner roles and is identified as the managing member of pooled vehicles rather than functioning principally as an independent capital allocator. The firm is not identified as an active ESG investor and is not registered 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 3Jose Stella
CRD 8034413
Rafael Somoza
CRD 8034414
GUILLERMO LAVERGNE LOPEZ
Managing PartnerCRD 5816467
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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