UBS Trust Company of Puerto Rico
● SEC registered since 2021CRD 313696SEC# 801-120846San Juan, PR
Reg. AUM
$1.38B
Employees
6
Accounts
19
Location
San Juan, PR
UBS Trust Company of Puerto Rico assets under management
UBS Trust Company of Puerto Rico is an SEC-registered investment adviser based in San Juan, PR. The firm has been registered since 2021. It reports $1.4 billion in regulatory assets under management and employs 6 people.
UBS Trust Company of Puerto Rico owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandre Cyril Manz Control | President Of Ubs Trust Company Of Puerto Rico | Under 5% | 2023 |
| Barbara Gonzalez Ramos | Associate Porfolio Manager | Under 5% | 2025 |
| Carlos Latour | Associate Portfolio Manager, Director | Under 5% | 2025 |
| Carlos Verner Ubinas Taylor Control | Managing Director, Chairman Of The Board | Under 5% | 2014 |
| Claudio Domingo Ballester Control | Member Of The Board Of Directors, Executive Director | Under 5% | 2000 |
| Edward Ramos Perez | Fund Management Operations, Associate Director | Under 5% | 2012 |
| Gladys Mirari Lasaga | Portfolio Manager, Director | Under 5% | 2025 |
| Heydi Yacieli Cuadrado | Portfolio Manager, Director | Under 5% | 2003 |
| Javier Gonzalez Control | Member Of The Board Of Directors | Under 5% | 2014 |
| Jose Humberto Grau Brull Control | Member Of The Board Of Director, Chief Financial Officer, Executive Director | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does UBS Trust Company of Puerto Rico manage?
UBS Trust Company of Puerto Rico reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does UBS Trust Company of Puerto Rico have?
UBS Trust Company of Puerto Rico reports 6 employees.
Where is UBS Trust Company of Puerto Rico located?
UBS Trust Company of Puerto Rico is based in San Juan, PR and has been SEC-registered since 2021.
Does UBS Trust Company of Puerto Rico disclose fund performance?
UBS Trust Company of Puerto Rico is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 Munoz Rivera Ave., 10th Fl, San Juan, PR 00918 |
| Phone | 787-773-3888 |
| Office hours | 9:00a.m.-5:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.38B▼ 22%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$1.38Bregulatory AUM
Discretionary $1.38B