Sygnus Capital Pr LLC

RIASEC Registered
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 an LLC-structured investment adviser classified primarily as a private equity fund manager. The firm registered with the SEC in 2024 and serves institutional clients through portfolio management for pooled investment vehicles and for businesses or institutions. It also engages in other financial product sales activities rather than traditional retail wealth management. Fee arrangements include a percentage-of-assets component alongside performance-based fees, consistent with private fund economics. The firm does not identify as an active ESG investor, is not organized as a multi-state adviser, and is not listed as a related adviser to another firm. Ownership is reported as a mix of a domestic entity and individual ownership.

Assets & Accounts

Private Funds

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • James Connor

    James Connor

    Chief Executive OfficerCRD 7720595

  • Pablo Penaloza

    Pablo Penaloza

    Chief Operating OfficerCRD 7720596

  • Ike Johnson

    Executive Vice President & Chief Operating OfficerCRD 7531306

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Contacts

2 of 2
  • Raul Serrano

    Executive DirectorCRD 6608747

  • Keishmarie Melendez

    Keishmarie Melendez

    Associate, Capital MarketsCRD 7844003

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
17 Metro Office Park Valencia
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth