AUMdb
PC

Poppy Capital L.L.C.

State-registered Investment Adviser · Boutique (under $100M) CRD 337408 · San Juan, PR
☆ Save with Pro ADV data as of Feb 20, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
—
Avg AUM / client
—
Accounts
0
Employees
4

Disciplinary disclosures

This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.

How they charge

  • • Percentage of assets under management

Services

  • • Portfolio management for individuals/small businesses

Custody

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

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 20, 2026.

View current Form ADV (SEC/IAPD) ↗