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UBS ASSET MANAGERS OF PUERTO RICO
UBS TRUST COMPANY OF PUERTO RICO
CRD 313696 · SEC 801-120846
250 MUNOZ RIVERA AVE., 10TH FL, SAN JUAN, PR, 00918, United States
Phone
787-773-3888
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.38B
Discretionary AUM
$1.38B
Team
6 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-03-30
Disciplinary history
Yes
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 19 | $1.38B |
States served
PR
All web addresses on file
Official SEC filing: View on IAPD