The POPULAR SECURITIES is a publicly held investment adviser that advises $6.33Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. POPULAR SECURITIES is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 84.73% over the last 5-years.
The Group has been registered with the SEC for 25.85 years and is comprised of 2 filing and 0 relying advisers. They operate out of 9 office locations with their Headquarters at POPULAR CENTER NORTH BUILDING, 4TH FLR 209 MUNOZ RIVERA AVE., SAN JUAN, PUERTO RICO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 106 employees comprised of 58 investment and 48 non-investment staff. The total number of Employees increased by 1.92% over the last 5-years.
Their $6.33Bn in assets advised are owned by 1 private fund, 4 public funds and BDCs and 1,027 other accounts. Assets of Corporations or Other Businesses clients own $1.5Bn or 23.61% of Total Assets and Investment Companies (IC) own $1.48Bn or 23.34% of Total Assets.
The Group's top investment strategies include FI/Credit - Lending, Multi Strat and FI/Credit - Diverse, representing 51.32%, 33.66% and 15.02% of total assets, respectively.
They advise 7 types of clients, top clients are Corporations or Other Businesses and Investment Companies (IC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $111.5mn in assets.
The Group discloses fixed fees and management fees.
POPULAR SECURITIES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.