Investment adviser · CRD 337701
FP STRATEGIES
Investment adviser filing (IA)
FP STRATEGIES LLC
SAN JUAN, PR, United States · Form ADV filed Jun 15, 2026
- Regulatory AUM
- $147M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $146,533,127 | 100.0% |
Filing source
Form ADV 2112385 · Jun 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 15, 2026. View historical filings
Reported services
Investment company portfolio management
Compensation
Percentage of assets
Principal office
151 CALLE DE SAN FRANCISCO, SUITE 200SAN JUAN, PR, 00901-1660, United States
CRD 337701
Filing source
Form ADV 2112385 · Jun 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.