Banco Popular De Puerto Rico
$644M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$100M
$733M
2017
2023
Same-firm comparison: 2 firms that reported Banco Popular De Puerto Rico in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2021 is shown but partial — only FY2021: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Consultiva Wealth Management, Corp. | $444M | $466M | 95.1% | 04/01/2024 |
| Enhanced Capital Partners, Llc | $200M | $969M | 20.6% | 03/21/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.