Fp Strategies 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 $147M in regulatory assets under management, 8 employees, 2 offices, and 1 account.
Assets Under Management
$147M
Employees
8
Offices
2 offices
Total Clients
<5
Primary office
SAN JUAN, PR
151 CALLE DE SAN FRANCISCO, SUITE 200, 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%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 30, 2026
Discretionary100.0%
$147M
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$147M
Total Accounts1
10Y AUM Change+$147M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee0:1
10Y Employee Change+3 (+60.0%)
* 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.