Popular Asset Management

RIASEC Registered

Total AUM

$3.7B

Discretionary

$1.7B

46% of AUM

Avg account

$218M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Juan, PR
CRD number: 313653
Registered since: April 22, 2021
Custodians: J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Banking / Thrift Institutions53.72%
Investment Companies39.82%
Pooled Investment Vehicles3%
State / Municipal Government2.86%
Charitable Organizations0.4%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Popular Asset Management is a privately organized limited liability company that advises institutional clients and operates as a private equity fund manager. The firm is SEC-registered (registered in 2021) and provides portfolio management across multiple client structures, including investment companies, pooled investment vehicles, and businesses or institutions. Its service mix also includes pension consulting. Fee arrangements combine percentage-of-AUM charges with fixed-fee engagements. The firm’s regulatory and industry footprint includes affiliations with broker-dealers, banking or thrift institutions, insurance companies, registered municipal advisor activity, and other investment adviser relationships. Popular Asset Management is not identified as an active ESG investor and is not registered as a multi-state adviser.