MGU Advisory, LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 306250
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Carlos Muniz-Cotte
Managing MemberCRD 7286661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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