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Opcap Puerto Rico Corporation (San Juan)


Opcap Puerto Rico Corporation is a large advisory firm based in San Juan. It manages $35.91 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Puerto Rico.

Opcap Puerto Rico Corporation provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Opcap Puerto Rico Corporation: assets under management

The assets under management (AUM) of Opcap Puerto Rico Corporation is $35.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.91 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Opcap Puerto Rico Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Juan

The principal office where Opcap Puerto Rico Corporation performs its advisory services is located at 268 Munoz Rivera Avenue Ste 404, San Juan, PR 00918, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 787-764-7856 or by fax 787-282-7882. The normal business hours are 8-5 on Monday - Friday.


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