PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Aton Financial LLC

● SEC registered since 2018CRD 173070SEC# 801-112925San Juan, PR
Export (members)
Ranks #3,647 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$600.9M
Fund GAV
$172M
Private funds
5
Employees
9
Accounts
422
Location
San Juan, PR

Aton Financial LLC assets under management

Aton Financial LLC operates as an SEC-registered investment adviser based in San Juan, PR. The firm has been registered since 2018. It reports $600.9 million in regulatory assets under management and employs 9 people. Aton Financial LLC manages 5 private funds with combined gross assets of $172 million, including Joma Fund LLC. By regulatory assets, it ranks 3,647 of 6,004 private fund managers.

Aton Financial LLC private funds

5 funds · $172M GAV
FundTypeGross assetsMin.
Joma Fund LLCPrivate Equity$70M$100K
Power Fund LLCPrivate Equity$53M$250K
Gm Group Fund II LLCPrivate Equity$23M$250K
See all 5 funds — unlock the full record.
Join to unlock · $37/mo

Aton Financial LLC owners & executives

3 reported
NameTitleOwnershipSince
Carmen Georgina Trigo Suarez ControlInvestment Advisor Representative10-25%2018
Christopher Thomas McDowall ControlInvestment Advisor Representative25-50%2016
Marko Andres Rendic ControlManaging Member And Cco50-75%2014

Frequently asked questions

How much does Aton Financial LLC manage?

Aton Financial LLC reports $600.9 million in regulatory assets under management on its Form ADV.

How many private funds does Aton Financial LLC manage?

Aton Financial LLC manages 5 private funds with combined gross assets of $172 million.

How many employees does Aton Financial LLC have?

Aton Financial LLC reports 9 employees.

Where is Aton Financial LLC located?

Aton Financial LLC is based in San Juan, PR and has been SEC-registered since 2018.

Does Aton Financial LLC disclose fund performance?

Aton Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1590 Ponce de Leon, Suite 206, San Juan, PR 00926
Phone787-725-6070
Office hours9 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$600.9M▲ 28%
Mar '25 — $469.1MApr '25 — $469.1MMay '25 — $469.1MJun '25 — $469.1MJul '25 — $469.1MAug '25 — $469.1MSep '25 — $469.1MOct '25 — $469.1MNov '25 — $469.1MDec '25 — $469.1MJan '26 — $469.1MFeb '26 — $469.1MMar '26 — $600.9MApr '26 — $600.9MMay '26 — $600.9MJun '26 — $600.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
AUM vs fund managersTop 61%
Larger than 39% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$600.9Mregulatory AUM
Discretionary $370.8MNon-discretionary $230.1M

Service providers