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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| UBS Trust Company of Puerto Rico
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|---|---|
| CRD # | 313696 |
| SEC # | 801-120846 |
| CIK # | |
| AUM | $1.8 B (2025-03-27) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 787-773-3888 |
| Address | 250 Munoz Rivera Ave San Juan, PR 00918 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 24 | 1.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 1.8 |
| By Discretionary | ||
| Discretionary | 24 | 1.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 24 | 1.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Swift Creek Real Estate Partners LLC
✚
|
TX | 1.8 |
|
Impactassets Capital Partners PB LLC
✚
|
MD | 1.8 |
|
I80 Group LP
✚
|
NY | 1.8 |
|
TCG Crossover Management LLC
✚
|
CA | 1.8 |
|
Regent Properties LLC
✚
|
CA | 1.8 |
|
Churchill PCIF Advisor LLC
✚
|
NY | 1.8 |
|
BlueMountain Fuji Management LLC
✚
|
NY | 1.8 |
|
Breakwall Investment Advisor LLC
✚
|
NY | 1.8 |
|
Tokio Marine Asset Management USA Ltd
✚
|
NY | 1.7 |
|
Kiltearn Partners LLP
✚
|
1.7 |