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RIA · CRD 337701SEC-Registered

Updated:

FP Strategies

FP STRATEGIES is an SEC-registered investment adviser in SAN JUAN, PR, registered since 2025. The firm manages approximately $147 million in regulatory assets.

Overview

FP STRATEGIES is an SEC-registered investment adviser in SAN JUAN, PR, registered since 2025. The firm manages approximately $147 million in regulatory assets. It has 8 employees and 5 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who controls investment decisions at FP Strategies?

Investment decisions are made by the governing family or a designated investment committee, but no individual principal or CIO is publicly named. The firm's operating structure mirrors many single-family offices that keep leadership private, making external attribution of deal-level decisions difficult without directly observable filings.

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