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| Happy Holidays!! thanks for using AUM13F!! |
| Popular Asset Management LLC
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| CRD # | 313653 |
| SEC # | 801-120872 |
| CIK # | |
| AUM | $2.9 B (2025-04-11) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 787-754-4488 |
| Address | Popular Center North Building, 4th Flr San Juan, PR 00918 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Popular Mezzanine Fund LLC | 2018-03-26 | 200.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 1.7 |
| (d) Investment companies | 4 | 0.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.1 |
| (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 | 14 | 2.9 |
| By Discretionary | ||
| Discretionary | 13 | 1.2 |
| Non-Discretionary | 1 | 1.7 |
| Total | 14 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 14 | 2.9 |
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|---|---|---|
|
Kingswood Capital Management LP
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CA | 2.9 |
|
SCI Capital Partners LP
✚
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CA | 2.9 |
|
Pharmakon Advisors LP
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NY | 2.9 |
|
Anthos Management LP
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CA | 2.9 |
|
CR Group LP
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TX | 2.9 |
|
Yellow Wood Partners LLC
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MA | 2.9 |
|
Calera Capital Advisors LP
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|
CA | 2.9 |
|
Ampersand Management LLC
✚
|
MA | 2.8 |
|
Avesi Partners LLC
✚
|
CT | 2.8 |
|
Unigestion US Ltd
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NY | 2.8 |