Oriental Trust is an SEC registered investment adviser with a primary office location in San Juan, PR. Its latest Form ADV filing, dated March 27, 2026, reports $323M in regulatory assets under management, 9 employees, and 2 accounts.
Assets Under Management
$323M
Employees
9
Offices
--
Total Clients
<5
Primary office
SAN JUAN, PR
ORIENTAL CENTER, 10TH FLOOR, 254 MUNOZ RIVERA AVE., SAN JUAN, PR, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$323Mas of March 27, 2026
Discretionary100.0%
$323M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$323M
Total Accounts2
10Y AUM Change+$323M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee0:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.