UBS TRUST COMPANY OF PUERTO RICO
Legal name: UBS ASSET MANAGERS OF PUERTO RICO
CRD #313696 SEC #801-120846 SAN JUAN, PR 787-773-3888
SEC Registered Disclosures
Total AUM
$1.8B
Discretionary
$1.8B
Employees
5
Clients
--
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $0 | 5 | 0 |
| Jul 2024 | $1.8B | $1.8B | $0 | 11 | 0 |
| Apr 2024 | $1.8B | $1.8B | $0 | 11 | 0 |
| Sep 2023 | $1.7B | $1.7B | $0 | 11 | 0 |
| Mar 2023 | $1.7B | $1.7B | $0 | 11 | 0 |
| Mar 2022 | $2.2B | $2.2B | $0 | 12 | 0 |
| Aug 2021 | $2.3B | $2.3B | $0 | 11 | 0 |
| Apr 2021 | $0 | $0 | $0 | 11 | 0 |
| Mar 2021 | $0 | $0 | $0 | 36 | 0 |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees5
Clients0
DateJul 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees11
Clients0
DateApr 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees11
Clients0
DateSep 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees12
Clients0
DateAug 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees11
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees36
Clients0