Bank / Wealth / TrustRIA · CRD 106838SEC-RegisteredPrivate Fund Adviser

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UBS Asset Managers Of Puerto Rico

UBS Asset Managers Of Puerto Rico was established in 1999. No named founder or wealth-origin family is disclosed in available records. The firm pursues a...

UBS Asset Managers Of Puerto Rico logo

UBS Asset Managers Of Puerto Rico

UBS Asset Managers Of Puerto Rico was established in 1999. No named founder or wealth-origin family is disclosed in available records. The firm pursues a multi-strategy approach that includes early-stage venture, growth equity, buyouts, distressed debt, mezzanine and secondaries. Geographic reach covers North America and Europe. No specific portfolio companies or co-investors are named in the source material. Team size, additional offices and adjacent vehicles remain undisclosed. No operational events from the last 24 months appear in the record. The structure functions as a bank-affiliated wealth manager rather than an independent family office, with investment decisions integrated into UBS group processes.

General information

Firm type

Bank / Wealth / Trust

Year founded

1999

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

San Juan, PR, United States

Sector focus

DiversifiedFinancial ServicesFinTech

Frequently asked questions

Who runs investment decisions at UBS Asset Managers Of Puerto Rico?

No named investment committee or principal is identified in the source record.

Does UBS Asset Managers Of Puerto Rico participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct investments according to listed strategies.

What investment stages does UBS Asset Managers Of Puerto Rico typically target?

Strategies include seed, early stage, growth, buyout and secondaries.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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