NEWBIRD MANAGEMENT LLC
Firm details
- Headquarters
- Guaynabo, PR
- CRD number
- 340782
Firm profile
FINTRXOverview
Newbird Management LLC is organized as a single-owner limited liability company that appears to operate primarily through private fund structures rather than as a traditional registered advisory practice serving retail clients. Public filings do not show an SEC registration year and classify the firm as unclassified. The firm is not identified as a multi-state adviser, it is not flagged as an active ESG investor, and it does not present itself as a pension consultant or related adviser. An accounting firm affiliation is noted, which suggests accounting support or a professional relationship rather than a broker-dealer or wirehouse affiliation.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Patricia Wangen
MemberCRD 8257822
Wallace Rodriguez
MemberCRD 8257818
Sigfredo Velez
MemberCRD 8257830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Guaynabo, PR
Location
Guaynabo, PR
Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- B7 Calle Tabonuco
- Office locations
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