UBS Trust Company of Puerto Rico

Overview

UBS Trust Company of Puerto Rico is an institutional registered investment adviser that provides portfolio management services for investment companies. The firm reports an institutional client base and charges fees based on a percentage of assets under management. It is SEC‑registered (2021) and is classified as an institutional RIA; it is not flagged as an active ESG investor, a multi‑state adviser, a pension consultant, or a capital allocator. The firm’s owner type is listed as a domestic entity and individual.

Assets & Accounts

Investments & Alternatives

Location & Offices