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POPULAR ASSET MANAGEMENT
Legal name: POPULAR ASSET MANAGEMENT LLC
CRD 313653File 801-120872
APPROVED
Custody
Filing as of Jun 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.71B
Top 25% of cohort (national)
Discretionary AUM
$1.72B
Non-discretionary $1.99B
Clients
5
17 accounts
Employees
15
Top 10% of cohort in PR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 22, 2021
- Principal office
- POPULAR CENTER NORTH BUILDING, 4TH FLR, 209 MUNOZ RIVERA AVE., SAN JUAN, PR, 00918
- Phone
- 787-754-4488
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.71B
- Discretionary AUM
- $1.72B
- Non-discretionary AUM
- $1.99B
- Discretionary accounts
- 16
- Non-discretionary accounts
- 1
- Total accounts
- 17
- AUM per client
- $742.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $1.48B |
| Charitable organizations | Fewer than 5 | $14.8M |
| Pooled investment vehicles | 1 | $111.5M |
| Banking or thrift institutions | Fewer than 5 | $1.99B |
| Pension and profit sharing plans | Fewer than 5 | $7.0M |
| State or municipal government entities | Fewer than 5 | $106.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.