SYGNUS WEALTH PR LLC
Firm details
- Headquarters
- Guaynabo, PR
- CRD number
- 325576
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI76.14%
- Corporations / Businesses11.1%
- Charitable Organizations8.7%
- Individuals4.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sygnus Wealth Pr LLC is a boutique wealth manager that runs discretionary portfolios for both high-net-worth individuals and institutional clients. The firm’s filings show a clear tilt toward liquid public markets: equities are the preferred allocation sleeve and make up the largest portion of assets under management. Sygnus combines traditional portfolio management with the ability to act as a sponsor or general partner of pooled vehicles, which suggests it can deploy capital through both managed accounts and pooled alternative structures. The firm charges a mix of percentage-of-AUM and performance-based fees, a structure that aligns its compensation with asset growth and investment performance. Its advisory scope covers portfolio management for individuals, small businesses and larger business or institutional clients. Sygnus is not flagged as an active ESG investor and does not present as a multi-state adviser in its filings.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds19%
- Investment Grade Corp Bonds10%
- Sovereign Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
3 of 4Pablo Penaloza
Chief Operating OfficerCRD 7720596
Jason Morris
Executive Vice President & Chief Investment OfficerCRD 7531308
Ike Johnson
Executive Vice President & Chief Operating OfficerCRD 7739173
Contacts
2 of 2FERNANDO PADRO
Portfolio ManagerCRD 3020788
Elizabeth James
CRD 8226255
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
- 17 Calle 2
- Office locations
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