← Directory

TROLUCE CAPITAL ADVISORS LLC

CRD 313120File 801-127613
APPROVED
Custody
Filing as of May 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.24B
Top 25% of cohort (national)
Discretionary AUM
$2.24B
Clients
7
8 accounts
Employees
5
Top 25% of cohort in PR

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Apr 7, 2023
Principal office
VISTA PLAZA, SUITE 204, CALLE C, LOTS 81-82, DORADO, PR, 00646
Phone
646-347-8801

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.24B
Discretionary AUM
$2.24B
Non-discretionary AUM
$0
Discretionary accounts
8
Non-discretionary accounts
0
Total accounts
8
AUM per client
$320.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individualsFewer than 5$148.9M
Pooled investment vehicles7$2.09B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$1,482,034,650$2,242,396,280increased by$760,361,630
May 1, 2025
vs Oct 1, 2022
Employees15increased by4
May 1, 2025
vs Oct 1, 2022
CustodyNoYes
May 1, 2025
vs Oct 1, 2022
Clients17increased by6
May 1, 2025
vs Oct 1, 2022
AUM$285,369,810$1,482,034,650increased by$1,196,664,840
May 1, 2025
vs Oct 1, 2022
Accounts18increased by7
Apr 1, 2022AUM$179,668,317$285,369,810increased by$105,701,493
Aug 1, 2021RegistrationAPPROVED-120APPROVED
Jul 1, 2021AUM$0$179,668,317increased by$179,668,317
Jul 1, 2021Accounts01increased by1
Apr 1, 2021Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TROLUCE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TROLUCE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.