Popular Asset Management Llc
- Regulatory AUM
- $3.7B
- Discretionary
- $1.7B
- Clients
- 5
- Avg AUM / client
- $742M
- Accounts
- 17
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $2.0B | 53.7% |
| Investment companies | 4 | $1.5B | 39.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $112M | 3.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.0M | 0.19% |
| Charitable organizations | Fewer than 5 clients | $14.8M | 0.4% |
| State or municipal government entities | Fewer than 5 clients | $106M | 2.86% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Beatriz L Diaz Del Llano | Chief Financial Officer | Dec 2021 (5y) | Less than 5% | |
| Angel M. Rivera | President | Jul 2023 (3y) | Less than 5% | |
| Fuster Vigier, Francisco | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| Antonio Rondan | Registered representative | May 2021 (5y) | ||
| Cristina Canellas | Registered representative | Oct 2021 (5y) | ||
| Hamada Smaili | Registered representative | CFA | Sep 2023 (3y) | |
| Omar Jesus Balaguer | Registered representative | Apr 2024 (2y) | ||
| Adrian Brown Saenz | Registered representative | Jul 2024 (2y) | ||
| Brian Isaac Aquino Andino | Registered representative | Mar 2025 (1y) | ||
| Jorge E Irigoyen | Registered representative | Mar 2025 (1y) | ||
| Felix Manuel Gonzalez | Registered representative | Aug 2025 (1y) | ||
| Victor Carlos Andino Rivera | Registered representative | Aug 2025 (1y) | ||
| Neudy Jose Oquendo Cosme | Registered representative | Oct 2025 (1y) | ||
| Raul Andres Labrador Carballo | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Popular, Inc. | Owner | Apr 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 1.3 MB | 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
- • Fixed fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- J.P. Morgan $75.4M (2% of AUM) Jun 2026
- Northern Trust $30.9M (1% of AUM) Jun 2026
- Charles Schwab & Co. $12.2M (0% of AUM) Jun 2026
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: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗