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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Oriental Bank
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| CRD # | 312982 |
| SEC # | 801-121169 |
| CIK # | |
| AUM | $296.4 M (2025-03-25) |
| Employees | 9 (11% Investors, 11% Brokers) |
| Phone | 787-771-6800 |
| Address | Oriental Center, 10th Floor, 254 Munoz Rivera Ave San Juan, PR 00918 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 296.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 296.4 |
| By Discretionary | ||
| Discretionary | 1 | 296.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 296.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.4 | |
| Total | 1 | 296.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lehrer Kenneth Eugene Dr
✚
|
TX | 0.3 |
|
PL3 Capital LP
✚
|
FL | 0.3 |
|
L C Bhandari & Co
✚
|
0.3 | |
|
Oxford Square Management LLC
✚
|
CT | 0.3 |
|
Full in Partners Management LLC
✚
|
NY | 0.3 |
|
P10 Advisors LLC
✚
|
TX | 0.3 |
|
Highbury Pacific Capital Corp
✚
|
WA | 0.3 |
|
Quantech Solution Partners North America Inc
✚
|
NY | 0.3 |
|
JRE Advisors LLC
✚
|
NY | 0.3 |
|
Centre Asset Management LLC
✚
|
NY | 0.3 |