Robostrategy Advisors

RIASEC RegisteredEst. 2025
Total AUM
$147M
Discretionary
$147M
100% of AUM
Avg account
$147M
Accounts
1
Employees
8
Advisory reps
3

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

FINTRX

Overview

Robostrategy Advisors is an SEC-registered investment adviser organized as a limited liability company that focuses on institutional clients. The firm’s stated advisory activity is portfolio management for investment companies, and it charges fees as a percentage of assets under management. Ownership is held by an individual, and the firm is classified as an institutional RIA. Regulatory and operational descriptors in the available data note that Robostrategy Advisors became SEC-registered in 2025, is not designated as a multi-state adviser, and does not identify as an active ESG investor. The firm is not described as a capital allocator, pension consultant, or related adviser. Its industry affiliation is listed under other investment adviser.

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

Owners & executives

1 of 1
  • Marc Weinstein

    Chief Operating OfficerCRD 5686496

Contacts

2 of 2
  • Joseph Farley

    Joseph Farley

    AssociateCRD 2730137

  • Andrew Kang

    ManagerCRD 8134987

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth