BAYBOSTON MANAGERS PUERTO RICO LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
327551

Firm profile

FINTRX

Overview

Bayboston Managers Puerto Rico LLC is a Puerto Rico–based limited liability company that operates primarily as an adviser, sponsor and general partner of pooled investment vehicles. Public records characterize the firm as an entity focused on organizing and managing private funds rather than providing broad retail or institutional advisory services. The organizational profile lists both a domestic entity and individual ownership structure, and the firm is categorized as unclassified. It is not identified as an active ESG investor and is not flagged as a multi-state or newly formed 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

Owners & executives

1 of 1
  • CARLOS GARCIA

    CEO, Founder & Managing PartnerCRD 2598129

Contacts

1 of 1
  • MICHAEL FISCHER

    PrincipalCRD 6513990

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

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Location

Primary office

Guaynabo, PR

Location

Guaynabo, PR

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

Metro area
San Juan-Bayam_n, PR
Address
2 Calle Tabonuco
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth