AEP MANAGEMENT COMPANY, LLC.

RIASEC Registered
Total AUM
$59.6M
Discretionary
$59.6M
100% of AUM
Avg account
$14.9M
Accounts
4
Employees
1
Advisory reps
3

Firm details

Headquarters
SAN JUAN, PR
CRD number
333539
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AEP Management Company, LLC is organized as an LLC and operates primarily as a manager of pooled investment vehicles, with a classification tied to private equity fund activity. Its clients are institutional, and the firm charges fees as a percentage of assets under management. AEP serves in sponsor and general partner roles and is identified as the managing member of pooled vehicles rather than functioning principally as an independent capital allocator. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Jose Stella

    CRD 8034413

  • Rafael Somoza

    CRD 8034414

  • GUILLERMO LAVERGNE LOPEZ

    Managing PartnerCRD 5816467

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN JUAN, PR

San Juan-Bayam_n, PR

Location

SAN JUAN, PR

Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
Miramar Plz 954 Ave Ponce De
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth