Bond Street Management LLC (Guaynabo)

Bond Street Management LLC is a large advisory firm based in Guaynabo. It manages $153 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Puerto Rico.

Bond Street Management provides portfolio management for businesses and institutional clients and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bond Street Management: assets under management

The assets under management (AUM) of Bond Street Management LLC is $153 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $153 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $153 million each.

Bond Street Management has custody of $1 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bond Street Management LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bond Street Management LLC

Alberto Hernandez has served as the Chief Investment Officer since 1 Jul 2012. Francesco Nino Piovanetti joined the executive team most recently as the Ceo & President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bond Street Trust	Member	1 Jun 2007	25% - 50%	66-6025372
Francesco Nino Piovanetti	Ceo & president	1 Jul 2012	25% - 50%	2933449
Jorge Ruben Rodriguez	Chief financial officer & treasurer	1 Jul 2012	25% - 50%	5495250
Juan Carlos Bou	General counsel & chief compliance officer	1 Jul 2012	25% - 50%	5495587
Alberto Hernandez	Chief investment officer	1 Jul 2012	25% - 50%	4429358
Zayra Christina Emanuelli	Controller	1 Jul 2012	Other	6049389

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Juan Carlos Bou	Trustee	1 May 2012	25% - 50%	5495587

Based in Guaynabo

The principal office where Bond Street Management LLC performs its advisory services is located at City View Plaza, Suite 4025, Guaynabo, PR 00968 8086, 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 787-993-9650 or by fax 787-993-9651. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday.