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Owlcrest Partners LLC

Owlcrest Partners LLC. CRD 304978

Owlcrest Partners LLC logo

CRD: 304978

Owlcrest Partners LLC

SAN Juan, PR, 00918
(787) 452-3736
$54.9K Total AUM
$54.9K Disc. AUM
-- 3Y CAGR
3 Employees
12 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
10-11-2019
Office Locations
1

Office Locations

Cond EL Centro I, Suite 217 500 AVE Munoz Rivera SAN Juan PR

About Owlcrest Partners LLC

Jirau Capital Management is a Puerto Rico–based RIA providing tailored investment advisory and asset management, with a quantitative asset-allocation strategy focused on the healthcare sector. It blends biomedical-science expertise with systematic analytics to exploit perceived mispricings tied to R&D pipelines, intangibles, and the sector’s binary volatility, taking positive or negative views on companies. Uses ETFs and derivatives; custodies at Interactive Brokers.

Team overview

-- AVG AGE
$27.4K AVG AUM / ADVISOR
$4.6K AVG AUM / CLIENT
6.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

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Custodian

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Investment Themes

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Investment Vehicles

Available

Services

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Owner & Executives

H

HECTOR JAVIER JIRAU

Chief Executive Officer

CRD
#7153867
Ownership
50% but less than 75%
Available
Available
Available
E

EMMANUEL LOUBRIEL

Chief Compliance Officer, Chief Financial Officer

CRD
#7151373
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $54,857 --
Non-Discretionary $0 --
Total $54,857 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
U.S. Government/Agency:
Available
Cash:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
U.S. Government/Agency Available Available
Cash Available Available
Equity - Exchange Available Available
Total Available Available

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