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POPULAR ASSET MANAGEMENT

SAN JUAN, PR · CRD 313653 · IAPD ↗ · popularfunds.com · 787-754-4488

$3.71BRegulatory AUM
13Advisory reps
15Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — POPULAR ASSET MANAGEMENT reported RAUM up 29% ($2.88B -> $3.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — POPULAR ASSET MANAGEMENT grew from 8 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
52
April 2025 — POPULAR ASSET MANAGEMENT reported RAUM up 37% ($2.11B -> $2.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — POPULAR ASSET MANAGEMENT now reports 1 private fund(s) ($200.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.