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BROXTON CAPITAL ADVISORS LLC

Advisory

OLD SAN JUAN, PR

Data as of Apr 22, 2026 · Source: SEC Form ADV

AUM change, 1 year
-23.5%
16th percentile in PR
AUM CAGR, 3 year
+44.3%
compound annual growth
Average account
$518K
across 56 accounts
AUM per adviser
$14M
2 advisers
Filing history
22
filings since 2005

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM
$29M
1-Year AUM Growth
-23.5%
3-Year CAGR
+44.3%
Employees
3
Assets Under Management
Total AUM$29M
Discretionary AUM$26M
Non-Discretionary AUM$3M
Discretionary %89.2%
Total Clients56
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingAug 31, 2005
Latest FilingApr 22, 2026
Full AUM trend chart and 22 historical filings spanning 21+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, PR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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