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Lead Portfolio Manager · Oriental Trust

Gustavo A. Romanach

CRD 4410963 · Named on Form ADV at one SEC-registered adviser

At a glance

Oriental Trust, an SEC-registered asset manager based in SAN Juan, PR with $323 million in regulatory assets, lists Gustavo A. Romanach on its Form ADV as Lead Portfolio Manager.

Firms and roles

  • Oriental TrustLead Portfolio ManagerAsset manager · SAN Juan, PR · $323M in regulatory assets

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Gustavo’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Colleagues named on the same filings (6)

1 more person named with Gustavo on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gustavo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.