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TROLUCE CAPITAL ADVISORS LLC

Vista Plaza, Suite 204
Calle C, Lots 81-82
Dorado, Puerto Rico 00646
Tel: 646-347-8801

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About TROLUCE CAPITAL ADVISORS LLC

TROLUCE CAPITAL ADVISORS LLC, formally registered with the SEC as TROLUCE CAPITAL ADVISORS LLC. The firm was established in 04/07/2023. They have over 2 offices throughout the country.

TROLUCE CAPITAL ADVISORS LLC is a Dorado, Puerto Rico based Financial Planning firm with nearly $449,380,753 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#313120
SEC#801-127613
Assets Managed by Firm$449,380,753
No. of Clients7
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total7$449,380,753
High net worth individualsFewer than 5 clients$130,877,216

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