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Oriental Bank

● SEC registered since 2021CRD 312982SEC# 801-121169San Juan, PR
Export (members)
Reg. AUM
$296.4M
Employees
9
Accounts
1
Location
San Juan, PR

Oriental Bank assets under management

Oriental Bank operates as an SEC-registered investment adviser based in San Juan, PR. The firm has been registered since 2021. It reports $296.4 million in regulatory assets under management and employs 9 people.

Oriental Bank owners & executives

10 reported
NameTitleOwnershipSince
Carlos Alberto Gonzalez ControlIndependent ContractorUnder 5%1998
Erik J DolanChief Compliance OfficerUnder 5%2021
Hugh Nmn Gonzalez-Robison ControlGeneral CounselUnder 5%2021
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Frequently asked questions

How much does Oriental Bank manage?

Oriental Bank reports $296.4 million in regulatory assets under management on its Form ADV.

How many employees does Oriental Bank have?

Oriental Bank reports 9 employees.

Where is Oriental Bank located?

Oriental Bank is based in San Juan, PR and has been SEC-registered since 2021.

Does Oriental Bank disclose fund performance?

Oriental Bank is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOriental Center, 10th Floor, 254 Munoz Rivera Ave., San Juan, PR 00918
Phone787-771-6800
Fax787-274-5487
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$296.4M
Non-discretionary$0
Total (RAUM)$296.4M