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POPULAR ASSET MANAGEMENT
Legal name: POPULAR ASSET MANAGEMENT LLC
CRD 313653File 801-120872
APPROVED
Custody
Filing as of Sep 25, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 15 | increased by2 |
| Apr 1, 2026 | AUM | $2,875,694,583 | $3,711,499,806 | increased by$835,805,223 |
| Apr 1, 2026 | Accounts | 14 | 17 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 13 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 336 | 5 | decreased by331 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,289,600,000 | $2,875,694,583 | increased by$586,094,583 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 416 | 14 | decreased by402 |
| Aug 1, 2022 | Employees | 13 | 10 | decreased by3 |
| Apr 1, 2022 | Employees | 9 | 13 | increased by4 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 328 | 336 | increased by8 |
| Apr 1, 2022 | AUM | $2,162,300,000 | $2,289,600,000 | increased by$127,300,000 |
| Apr 1, 2022 | Accounts | 346 | 416 | increased by70 |
| Aug 1, 2021 | AUM | $2,162,000,000 | $2,162,300,000 | increased by$300,000 |
| Jun 1, 2021 | Registration | APPROVED-120 | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POPULAR ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POPULAR ASSET” 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.