Robostrategy Advisors
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 337701
- Registered since
- August 22, 2025
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Robostrategy Advisors is a small, SEC-registered limited liability company that positions itself as an adviser to institutional clients. The firm is registered with the SEC in 2025 and is owned by an individual. Its stated advisory activity is portfolio management for investment companies, and it charges clients a fee calculated as a percentage of assets under management. Robostrategy is not classified within standard categories in the source data, does not self-identify as an active ESG investor, and is not listed as a capital allocator or pension consultant. The firm’s industry affiliation is listed as “Other Investment Adviser.”
Assets & Accounts
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 3Marc Weinstein
CRD 5686496
Joseph Farley
AssociateCRD 2730137
Andrew Kang
ManagerCRD 8134987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Juan, 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
- 151 Calle De San Francisco
- Office locations
Similar firms
Global Venture Management LLC
RIASan Juan, PR
Rioblanco Capital LLC
RIASan Juan, PR
Fairview Asset Management LLC
RIASan Juan, PR
Finanxial Investment Advisors, Corp
RIASan Juan, PR
Select Advisory Group Inc
RIASan Juan, PR
VRM Penzini Capital L.L.C.
RIASan Juan, PR