Oriental Trust
Oriental Trust is an SEC-registered ria in San Juan, PR with $322.6M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Oriental Trust: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312982, SEC 801-121169, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $322.6M (2026-03-27)
- Firm type
- Ria
- Location
- San Juan, PR
- Employees
- 9
- CRD
- 312982
- Ownership
- FERNANDEZ MARTINEZ, JOSE, RAFAEL; GONZALEZ, CARLOS, ALBERTO; ARIZMENDI, MARITZA, NMN; GONZALEZ-ROBISON, HUGH, NMN; OFG BANCORP
How much AUM does Oriental Trust have?
Oriental Trust reported $322.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Oriental Trust?
Disclosed owners and executives of Oriental Trust include FERNANDEZ MARTINEZ, JOSE, RAFAEL, GONZALEZ, CARLOS, ALBERTO, ARIZMENDI, MARITZA, NMN, GONZALEZ-ROBISON, HUGH, NMN, OFG BANCORP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.