Guerra Pan Advisors, LLC
● SEC registered since 2021CRD 313489SEC# 801-120767
Reg. AUM
$210.4M
Employees
2
Accounts
298
Location
—
Guerra Pan Advisors, LLC assets under management
Guerra Pan Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $210.4 million in regulatory assets under management and employs 2 people.
Guerra Pan Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Thomas Guerra Control | Managing Member And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Guerra Pan Advisors, LLC manage?
Guerra Pan Advisors, LLC reports $210.4 million in regulatory assets under management on its Form ADV.
How many employees does Guerra Pan Advisors, LLC have?
Guerra Pan Advisors, LLC reports 2 employees.
Does Guerra Pan Advisors, LLC disclose fund performance?
Guerra Pan Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (917) 599-9596 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1910386 |
| Discloses disciplinary history | No |
Regulatory AUM
$210.4M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$210.4Mregulatory AUM
Discretionary $210.4M