AUMdb

Owlcrest Partners Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 304978 · SEC file 802-117160 · San Juan, PR · www.jiraucapital.com
☆ Save with Pro ADV data as of May 27, 2026
Regulatory AUM
$54.9K
Discretionary
$54.9K
Clients
12
Avg AUM / client
$4.6K
Accounts
12
Employees
3

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 12 $54.9K 100.0%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Emmanuel Loubriel Registered representative Nov 2019 (7y)
Hector Javier Jirau Registered representative Nov 2019 (7y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/27/2026 992 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.

View current Form ADV (SEC/IAPD) ↗