GRUPO GUAYACAN

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
8
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN JUAN, PR
CRD number
163655
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Grupo Guayacan is a small, corporation-form advisory entity that appears to operate primarily as a private fund sponsor rather than a traditional retail RIA. Registered with the SEC in 2012, the firm is classified as “unclassified” and is not flagged as an active ESG investor or a multi-state adviser. The firm’s reported activity centers on managing a compact suite of private equity funds, suggesting its investment focus is on deploying capital into privately held companies through pooled vehicles rather than running separately managed accounts or broad wealth-management relationships. The firm’s structure and disclosures indicate a fund-centric approach: a limited number of funds with modest aggregate assets and a relatively broad base of investors per fund. That profile is consistent with a manager pursuing niche or targeted private-equity strategies where capital is raised from a group of limited partners rather than building household or retail client relationships.

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 8
  • Gabriela Alvarez

    DirectorCRD 8055158

  • Samuel Cespedes

    DirectorCRD 8055153

  • ANGEL PEREZ

    ChairmanCRD 6767530

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN JUAN, 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
268 Muoz Rivera
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth