Popular Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Juan, PR. Its latest Form ADV filing, dated March 30, 2026, reports $3.7B in regulatory assets under management, 15 employees, and 17 accounts.
Assets Under Management
$3.7B
Employees
15
Offices
--
Total Clients
5
Primary office
SAN JUAN, PR
POPULAR CENTER NORTH BUILDING, 4TH FLR, 209 MUNOZ RIVERA AVE., SAN JUAN, PR, United States
Top client segmentInvestment Cos. represent 80.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
80.0%
4
2
Pooled Investment Vehicles
20.0%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Bas of March 30, 2026
Discretionary46.3%
$1.7B
46% of total RAUM46.3%
Non-discretionary53.7%
$2.0B
54% of total RAUM53.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.7B
Total Accounts17
10Y AUM Change+$3.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee0:1
10Y Employee Change+6 (+66.7%)
* 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.