Fp Strategies Llc
SEC-registered
Mutual Fund / Asset Manager · Small ($100M–$1B)
CRD 337701
· SEC file 801-134211
· San Juan, PR
· x.com
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ADV data as of Jun 15, 2026
- Regulatory AUM
- $147M
- Discretionary
- $147M
- Clients
- 1
- Avg AUM / client
- $147M
- Accounts
- 1
- Employees
- 8
AUM over time
$56.5M
$147M
Oct 7, 2025
Jun 15, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $147M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1010 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 investment companies
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: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗