PPrivate Fund Data Log in Join · $37/mo

UBS Trust Company of Puerto Rico

● SEC registered since 2021CRD 313696SEC# 801-120846San Juan, PR
Export (members)
Reg. AUM
$1.78B
Employees
5
Accounts
24
Location
San Juan, PR

UBS Trust Company of Puerto Rico assets under management

UBS Trust Company of Puerto Rico is an SEC-registered investment adviser based in San Juan, PR. The firm has been registered since 2021. It reports $1.8 billion in regulatory assets under management and employs 5 people.
www.ubs.com/prfundsView on SEC.gov ↗

UBS Trust Company of Puerto Rico owners & executives

16 reported
NameTitleOwnershipSince
Alexandre Cyril Manz ControlPresident Of Ubs Trust Company Of Puerto RicoUnder 5%2023
Carlos Verner Ubinas Taylor ControlManaging Director, Chairman Of The BoardUnder 5%2014
Claudio Domingo Ballester ControlMember Of The Board Of Directors, Executive DirectorUnder 5%2000
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does UBS Trust Company of Puerto Rico manage?

UBS Trust Company of Puerto Rico reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does UBS Trust Company of Puerto Rico have?

UBS Trust Company of Puerto Rico reports 5 employees.

Where is UBS Trust Company of Puerto Rico located?

UBS Trust Company of Puerto Rico is based in San Juan, PR and has been SEC-registered since 2021.

Does UBS Trust Company of Puerto Rico disclose fund performance?

UBS Trust Company of Puerto Rico is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 Munoz Rivera Ave., 10th Fl, San Juan, PR 00918
Phone787-773-3888
Office hours9:00a.m.-5:30p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.78B
Non-discretionary$0
Total (RAUM)$1.78B