SYGNUS CAPITAL PR LLC

RIASEC RegisteredEst. 2024
Total AUM
$236M
Discretionary
$227M
96% of AUM
Avg account
$26.2M
Accounts
9
Employees
31
Advisory reps
6

Firm details

Headquarters
Guaynabo, PR
CRD number
283447
Registered since
July 31, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles96%
  • Other4%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sygnus Capital Pr LLC is a privately held, SEC-registered adviser organized as an LLC and operating as a private equity fund manager. The firm targets institutional clients and runs portfolio management for pooled investment vehicles and for businesses or institutions. Its business activities include acting as an other financial product salesperson, and its fee model combines a percentage-of-AUM charge with performance-based fees, aligning manager compensation with fund outcomes. Sygnus is not listed as an active ESG investor and is focused on concentrated alternative investment strategies rather than broad retail wealth management. Investment activity centers on private equity and private placement opportunities. The firm advises multiple private funds and allocates capital into externally managed alternative managers as part of its program. The adviser appears structured to pool institutional capital into closed-end or pooled vehicles where it assumes portfolio management responsibilities and applies performance-oriented economics.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 5
  • Berisford Grey

    President, CEOCRD 7531310

  • Ike Johnson

    Executive Vice President & Chief Operating OfficerCRD 7531306

  • Natalia Lopez

    Chief Compliance OfficerCRD 7899360

Unlock 2 more executives

Contacts

1 of 1
  • Keishmarie Melendez

    Associate, Capital MarketsCRD 7844003

Wealth teams

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Newly hired reps

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Recent M&A activity

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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
17 Metro Office Park Valencia
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth