MGU Advisory, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
San Juan, PR
CRD number
306250

Firm profile

FINTRX

Overview

MGU Advisory, LLC is a privately held limited liability company that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm’s public profile centers on managing a single private equity vehicle rather than providing ongoing advisory services to retail or institutional advisory accounts. It is classified as an individual-owned, unclassified adviser and is not listed as an active ESG investor or a multi-state registered adviser. The firm’s activities are concentrated on fund sponsorship and management duties—sourcing, structuring and overseeing investments within its pooled vehicle(s).

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

1 of 1
  • Carlos Muniz-Cotte

    Managing MemberCRD 7286661

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
954 Ave Ponce De Leon
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth