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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Puerto Rico
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRAGAN, NELSON A | I | PORTFOLIO ANALYST | NA | |
| Barragan, Nelson, Andres | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| CAMERO, LEROY | I | DIRECTOR | NA | Control |
| Caro, Herandi | I | PORTFOLIO MANAGER | NA | Control |
| Caro, Herandi | I | PORTFOLIO MANAGER | NA | Control |
| Caro, Herandi | I | PORTFOLIO MANAGER | NA | Control |
| Caro, Herandi | I | PORTFOLIO MANAGER | NA | Control |
| Caro, Herandi | I | PORTFOLIO MANAGER | NA | Control |
| Caro, Herandi | I | PORTFOLIO MANAGER | NA | Control |
| Caro, Herandi | I | PORTFOLIO MANAGER | NA | Control |
| Caro, Herandi | I | PORTFOLIO MANAGER | NA | Control |
| MARTINEZ, AMADO | I | DIRECTOR | NA | Control |
| MARTINEZ, AMADO | I | DIRECTOR | NA | Control |
| MARTINEZ, AMADO | I | DIRECTOR | NA | Control |
| MARTINEZ, AMADO | I | DIRECTOR | NA | Control |
| MOREL RODRIGUEZ, DENISSE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOREL RODRIGUEZ, DENISSE | I | OPERATIONS OFFICER | NA | |
| MOREL RODRIGUEZ, DENISSE | I | OPERATIONS OFFICER | NA | |
| MOREL RODRIGUEZ, DENISSE | I | OPERATIONS OFFICER | NA | |
| MOREL RODRIGUEZ, DENISSE | I | OPERATIONS OFFICER | NA | |
| ORTIZ CORTES, NELSON, OSCAR | I | VICE PRESIDENT BUSINESS DEVELOPMENT | NA | Control |
| ORTIZ CORTES, NELSON, OSCAR | I | VICE PRESIDENT BUSINESS DEVELOPMENT | NA | Control |
| PADRO, FERNANDO, JORGE | I | PORTFOLIO MANAGER | NA | |
| PADRO, FERNANDO, JORGE | I | PORTFOLIO MANAGER | NA | |
| PADRO, FERNANDO, JORGE | I | PORTFOLIO MANAGER | NA | |
| PADRO, FERNANDO, JORGE | I | PORTFOLIO MANAGER | NA | |
| PADRO, FERNANDO, JORGE | I | PORTFOLIO MANAGER | NA | |
| PADRO, FERNANDO, JORGE | I | PORTFOLIO MANAGER | NA | |
| PADRO, FERNANDO, JORGE | I | PORTFOLIO MANAGER | NA | |
| PADRO, FERNANDO, JORGE | I | PORTFOLIO MANAGER | NA | |
| PADRO, FERNANDO, JORGE | I | PORTFOLIO MANAGER | NA | |
| PADRO, FERNANDO, JORGE | I | PORTFOLIO MANAGER | NA | |
| PADROLABOY, FERNANDO, JORGE | I | PORTFOLIO MANAGER | NA | |
| RODRIGUEZ COLOM, JAMES, ARTHUR | I | EXECUTIVE PRESIDENT BUSINESS DEVELOPMENT | NA | Control |
| RODRIGUEZ COLOM, JAMES, ARTHUR | I | EXECUTIVE PRESIDENT BUSINESS DEVELOPMENT | NA | Control |
| RODRIGUEZ COLOM, JAMES, ARTHUR | I | EXECUTIVE PRESIDENT BUSINESS DEVELOPMENT | NA | Control |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOLEDO, YARIBELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TORRES, RICARDO, L. | I | PORTFOLIO MANAGER | NA | |
| VALENCIA, ALEJANDRO, JOEL | I | PRESIDENT | NA | Control |
| VALENCIA, ALEJANDRO, JOEL | I | PRESIDENT | NA | Control |
| VALENCIA, ALEJANDRO, JOEL | I | PRESIDENT | NA | Control |
| VALENCIA, ALEJANDRO, JOEL | I | PRESIDENT | NA | Control |
| VALENCIA, ALEJANDRO, JOEL | I | PRESIDENT | NA | Control |
| VALLE, FABIOLA, ALEXANDRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| VALLE, FABIOLA, ALEXANDRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| VEGA, GEORGINA | I | DIRECTOR | NA | Control |
| VEGA, GEORGINA | I | DIRECTOR | NA | Control |
| VEGA, GEORGINA | I | DIRECTOR | NA | Control |
| VEGA, GEORGINA | I | DIRECTOR | NA | Control |
| VEGA, GEORGINA | I | DIRECTOR | NA | Control |
| VEGA, GEORGINA | I | DIRECTOR | NA | Control |
| VEGA, GEORGINA | I | DIRECTOR | NA | Control |
| VEGA, GEORGINA | I | DIRECTOR | NA | Control |
| VEGA, GEORGINA | I | DIRECTOR | NA | Control |
| VIERA, GABRIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VIERA, GABRIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VIERA, GABRIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VIERA, GABRIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| VIZCARRONDO, JOSE, ALBERTO | I | PRESIDENT | E | Control |
| MAYOL, HECTOR, MANUEL | I | DIRECTOR | C | Control |
| MAYOL, HECTOR, MANUEL | I | DIRECTOR | C | Control |
| MAYOL, HECTOR, MANUEL | I | DIRECTOR | C | Control |
| MAYOL, HECTOR, MANUEL | I | CHIEF OPERATING OFFICER | C | Control |
| TORRES, RICARDO, L. | I | PORTFOLIO MANAGER | B | Control |
| TORRES, RICARDO, L. | I | PORTFOLIO MANAGER | B | Control |
| TORRES, RICARDO, L. | I | PORTFOLIO MANAGER | B | Control |
| TORRES, RICARDO, L. | I | PORTFOLIO MANAGER | B | Control |
Registrations
Federal
IA
Mar 18, 2019 REGISTERED
Notice Filings (1)
PR
Address
1519 PONCE DE LEON AVENUE SUITE 1501FIRST BANK BUILDING
SAN JUAN, PR 00909-1724
United States
Phone: 787-721-2483