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| Popular Securities LLC
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|---|---|
| CRD # | 8096 |
| SEC # | 801-57928 |
| CIK # | |
| AUM | 2,620.5 M (2026-03-31) |
| Employees | 91 (49% Investors, 73% Brokers) |
| Phone | 787-758-7400 |
| Address | Popular Center, 208 Ponce de Leon Hato Rey, PR 00918 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,000 | 0.2 |
| (b) Individuals (high net worth individuals) | 376 | 0.5 |
| (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 | 486 | 0.4 |
| (h) Charitable organizations | 3 | 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 | 538 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,767 | 2.6 |
| By Discretionary | ||
| Discretionary | 2,468 | 2.1 |
| Non-Discretionary | 299 | 0.5 |
| Total | 2,767 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 2,767 | 2.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 36 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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