SAN JUAN ASSET MANAGEMENT, INC.
CRD #138046 SEC #801-65220 SAN JUAN, PR 787-721-2483
SEC Registered
Total AUM
$61M
Discretionary
$28.9M
Employees
5
Clients
0
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $61M | $28.9M | $32.2M | 5 | 0 |
| Mar 2018 | $61M | $28.9M | $32.2M | 5 | 0 |
| Oct 2017 | $37.9M | $28.6M | $9.3M | 4 | 0 |
| Apr 2017 | $39M | $21M | $18M | 4 | 1 |
| Mar 2017 | $60M | $42M | $18M | 3 | 1 |
| Feb 2017 | $38M | $22M | $16M | 3 | 1 |
| Nov 2016 | $55M | $39M | $16M | 3 | 1 |
| Aug 2016 | $55M | $39M | $16M | 3 | 1 |
| Aug 2016 | $55M | $39M | $16M | 3 | 1 |
| Mar 2016 | $60M | $44M | $16M | 3 | 1 |
| Mar 2015 | $91M | $75M | $16M | 5 | 11 |
| Jun 2014 | $95M | $70M | $25M | 5 | 11 |
| Mar 2014 | $95M | $70M | $25M | 5 | 11 |
| Apr 2013 | $94M | $57M | $37M | 5 | 11 |
| Mar 2012 | $130M | $92M | $38M | 1 | 11 |
| Apr 2011 | $125.4M | $88.7M | $36.7M | 5 | -- |
| Aug 2010 | $107M | $97M | $10M | 5 | -- |
| Apr 2010 | $99M | $89M | $10M | 5 | -- |
| Mar 2009 | $66M | $66M | $0 | 5 | -- |
| Mar 2007 | $57M | $20M | $37M | 5 | -- |
| Feb 2006 | $29.6M | $372K | $29.3M | 5 | -- |
DateMar 2019
Total AUM$61M
Discretionary$28.9M
Non-Disc.$32.2M
Employees5
Clients0
DateMar 2018
Total AUM$61M
Discretionary$28.9M
Non-Disc.$32.2M
Employees5
Clients0
DateOct 2017
Total AUM$37.9M
Discretionary$28.6M
Non-Disc.$9.3M
Employees4
Clients0
DateApr 2017
Total AUM$39M
Discretionary$21M
Non-Disc.$18M
Employees4
Clients1
DateMar 2017
Total AUM$60M
Discretionary$42M
Non-Disc.$18M
Employees3
Clients1
DateFeb 2017
Total AUM$38M
Discretionary$22M
Non-Disc.$16M
Employees3
Clients1
DateNov 2016
Total AUM$55M
Discretionary$39M
Non-Disc.$16M
Employees3
Clients1
DateAug 2016
Total AUM$55M
Discretionary$39M
Non-Disc.$16M
Employees3
Clients1
DateAug 2016
Total AUM$55M
Discretionary$39M
Non-Disc.$16M
Employees3
Clients1
DateMar 2016
Total AUM$60M
Discretionary$44M
Non-Disc.$16M
Employees3
Clients1
DateMar 2015
Total AUM$91M
Discretionary$75M
Non-Disc.$16M
Employees5
Clients11
DateJun 2014
Total AUM$95M
Discretionary$70M
Non-Disc.$25M
Employees5
Clients11
DateMar 2014
Total AUM$95M
Discretionary$70M
Non-Disc.$25M
Employees5
Clients11
DateApr 2013
Total AUM$94M
Discretionary$57M
Non-Disc.$37M
Employees5
Clients11
DateMar 2012
Total AUM$130M
Discretionary$92M
Non-Disc.$38M
Employees1
Clients11
DateApr 2011
Total AUM$125.4M
Discretionary$88.7M
Non-Disc.$36.7M
Employees5
Clients--
DateAug 2010
Total AUM$107M
Discretionary$97M
Non-Disc.$10M
Employees5
Clients--
DateApr 2010
Total AUM$99M
Discretionary$89M
Non-Disc.$10M
Employees5
Clients--
DateMar 2009
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$57M
Discretionary$20M
Non-Disc.$37M
Employees5
Clients--
DateFeb 2006
Total AUM$29.6M
Discretionary$372K
Non-Disc.$29.3M
Employees5
Clients--