The ORIENTAL FINANCIAL SERVICES is a publicly held investment adviser that advises $742.17mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ORIENTAL FINANCIAL SERVICES 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 393.93% over the last 5-years.
The Group has been registered with the SEC for 11.34 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 254 MUNOZ RIVERA AVE 11TH FLOOR, 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 37 employees comprised of 12 investment and 25 non-investment staff. The total number of Employees increased by 2.78% over the last 5-years.
Their $742.17mn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 84 other accounts. Assets of Investment Companies (IC) clients own $322.61mn or 43.47% of Total Assets and Corporations or Other Businesses own $195.73mn or 26.37% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 7 types of clients, top clients are Investment Companies (IC) and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
ORIENTAL FINANCIAL SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.