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| Keyboard |
| FP Strategies LLC
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|---|---|
| CRD # | 337701 |
| SEC # | 801-134211 |
| CIK # | 0002082693 |
| AUM | 146.5 M (2026-06-15) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 929-812-3667 |
| Address | 151 Calle de San Francisco San Juan, PR 00901-1660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 146.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 146.5 |
| By Discretionary | ||
| Discretionary | 1 | 146.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 146.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.5 | |
| Total | 1 | 146.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 4 | [0002082693] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| FP Strategies LLC | |
| RoboStrategy Inc |
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