Robostrategy Advisors
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 337701
- Registered since
- August 22, 2025
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Robostrategy Advisors is an SEC-registered investment adviser organized as a limited liability company that focuses on institutional clients. The firm’s stated advisory activity is portfolio management for investment companies, and it charges fees as a percentage of assets under management. Ownership is held by an individual, and the firm is classified as an institutional RIA. Regulatory and operational descriptors in the available data note that Robostrategy Advisors became SEC-registered in 2025, is not designated as a multi-state adviser, and does not identify as an active ESG investor. The firm is not described as a capital allocator, pension consultant, or related adviser. Its industry affiliation is listed under other investment adviser.
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
Owners & executives
1 of 1Marc Weinstein
Chief Operating OfficerCRD 5686496
Contacts
2 of 2
Joseph Farley
AssociateCRD 2730137
Andrew Kang
ManagerCRD 8134987
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
- 151 Calle De San Francisco
- Office locations
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