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Fp Strategies LLC

● SEC registered since 2025CRD 337701SEC# 801-134211San Juan, PR
Export (members)
Reg. AUM
$146.5M
Employees
8
Accounts
1
Location
San Juan, PR

Fp Strategies LLC assets under management

Fp Strategies LLC is an investment advisory firm registered with the SEC based in San Juan, PR. The firm has been registered since 2025. It reports $146.5 million in regulatory assets under management and employs 8 people.

Fp Strategies LLC owners & executives

3 reported
NameTitleOwnershipSince
Andrew Kang ControlMemberOver 75%2025
Joseph Lynn FarleyChief Compliance OfficerUnder 5%2025
Marc Adam Weinstein ControlMember10-25%2025

Frequently asked questions

How much does Fp Strategies LLC manage?

Fp Strategies LLC reports $146.5 million in regulatory assets under management on its Form ADV.

How many employees does Fp Strategies LLC have?

Fp Strategies LLC reports 8 employees.

Where is Fp Strategies LLC located?

Fp Strategies LLC is based in San Juan, PR and has been SEC-registered since 2025.

Does Fp Strategies LLC disclose fund performance?

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

Contact & registration

Address151 Calle de San Francisco, Suite 200, San Juan, PR 00901-1660
Phone9298123667
Office hours9a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$146.5M▲ 159%
Oct '25 — $56.5MNov '25 — $56.5MDec '25 — $56.5MJan '26 — $56.5MFeb '26 — $56.5MMar '26 — $146.5MApr '26 — $146.5MMay '26 — $146.5MJun '26 — $146.5M
Oct '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$146.5Mregulatory AUM
Discretionary $146.5M