Ubs Asset Managers of Puerto Rico is an SEC registered investment adviser with a primary office location in San Juan, PR. Its latest Form ADV filing, dated March 30, 2026, reports $1.4B in regulatory assets under management, 6 employees, and 19 accounts.
Assets Under Management
$1.4B
Employees
6
Offices
--
Total Clients
19
Primary office
SAN JUAN, PR
250 MUNOZ RIVERA AVE., 10TH FL, 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%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary100.0%
$1.4B
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$1.4B
Total Accounts19
10Y AUM Change+$1.4B
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee3:1
10Y Employee Change-30 (-83.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.