Oriental Bank
● SEC registered since 2021CRD 312982SEC# 801-121169San Juan, PR
Reg. AUM
$322.6M
Employees
9
Accounts
2
Location
San Juan, PR
Oriental Bank assets under management
Oriental Bank operates as an SEC-registered investment adviser based in San Juan, PR. The firm has been registered since 2021. It reports $322.6 million in regulatory assets under management and employs 9 people.
Oriental Bank owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik J Dolan | Chief Compliance Officer | Under 5% | 2021 |
| Gustavo Adolfo Romanach | Lead Portfolio Manager | Under 5% | 2025 |
| Hugh Nmn Gonzalez-Robison Control | General Counsel | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Oriental Bank manage?
Oriental Bank reports $322.6 million in regulatory assets under management on its Form ADV.
How many employees does Oriental Bank have?
Oriental Bank reports 9 employees.
Where is Oriental Bank located?
Oriental Bank is based in San Juan, PR and has been SEC-registered since 2021.
Does Oriental Bank disclose fund performance?
Oriental Bank is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Oriental Center, 10th Floor, 254 Munoz Rivera Ave., San Juan, PR 00918 |
| Phone | 787-771-6800 |
| Fax | 787-274-5487 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$322.6M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$322.6Mregulatory AUM
Discretionary $322.6M