NEWBIRD MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
340782

Firm profile

FINTRX

Overview

Newbird Management LLC is organized as a single-owner limited liability company that appears to operate primarily through private fund structures rather than as a traditional registered advisory practice serving retail clients. Public filings do not show an SEC registration year and classify the firm as unclassified. The firm is not identified as a multi-state adviser, it is not flagged as an active ESG investor, and it does not present itself as a pension consultant or related adviser. An accounting firm affiliation is noted, which suggests accounting support or a professional relationship rather than a broker-dealer or wirehouse affiliation.

Assets & Accounts

Investments & Alternatives

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 5
  • Patricia Wangen

    MemberCRD 8257822

  • Wallace Rodriguez

    MemberCRD 8257818

  • Sigfredo Velez

    MemberCRD 8257830

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
B7 Calle Tabonuco
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth