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| Keyboard |
| Oriental Bank
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|---|---|
| CRD # | 312982 |
| SEC # | 801-121169 |
| CIK # | |
| AUM | 322.6 M (2026-03-27) |
| 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] [Twitter] [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 | 2 | 322.6 |
| (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 | 2 | 322.6 |
| By Discretionary | ||
| Discretionary | 2 | 322.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 322.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.6 | |
| Total | 2 | 322.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Community Development Fund Advisors LLC
✚
|
326.4 M | |
|
Coeli Frontier Markets AB
✚
|
325.2 M | |
|
Universal Financial Services Inc
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PR | 324.6 M |
|
Cresalta Investment Management Inc
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CO | 323.4 M |
|
GoldenTree Asset Management Credit Advisor LLC
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NY | 318.5 M |
|
General Partner Inc
✚
|
318.4 M | |
|
Deltroit Asset Management US LLC
✚
|
CT | 317.7 M |
|
Heartwood Funds LLC
✚
|
NY | 317.6 M |
|
Macquarie Capital Partners LLC
✚
|
NY | 317.6 M |
|
OCA Ventures LLC
✚
|
IL | 316.4 M |