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| Happy Holidays!! thanks for using AUM13F!! |
| Oriental Financial Services LLC
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| CRD # | 29753 |
| SEC # | 801-88203 |
| CIK # | |
| AUM | $360.6 M (2025-03-31) |
| Employees | 30 (40% Investors, 60% Brokers) |
| Phone | 787-474-1993 |
| Address | 270 Munoz Rivera Ave San Juan, PR 00918 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 376 | 77.9 |
| (b) Individuals (high net worth individuals) | 35 | 103.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.8 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 2 | 22.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 70 | 155.5 |
| (n) Other | 0 | 0.0 |
| Total | 486 | 360.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 486 | 360.6 |
| Total | 486 | 360.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.6 | |
| Total | 486 | 360.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Optimized Investment Partners LLC
✚
|
0.5 | |
|
DRI Capital US Inc
✚
|
NJ | 0.5 |
|
Goldenx Company
✚
|
MA | 0.5 |
|
Agvictus Capital Management LLC
✚
|
GA | 0.4 |
|
Lion Capital Americas Inc
✚
|
CA | 0.4 |
|
Fukoku Life International America Inc
✚
|
NY | 0.3 |
|
Memphis Capital Management LLC
✚
|
TN | 0.3 |
|
10X Capital Partners LLC
✚
|
NY | 0.3 |
|
Outcome Driven Strategies LLC
✚
|
MD | 0.2 |
|
Mount Street Portfolio Advisers LLC
✚
|
NY | 0.2 |