Vrm Penzini Capital L.L.C.: new SEC registration, $269M AUM, San Juan, PR
Vrm Penzini Capital L.L.C. (San Juan, Puerto Rico): new SEC registration, $269M AUM, San Juan, PR. Its amount of 269 is above the median of 134 (76th percentile). Dated 192 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 269 · 76th percentile of 1,149 NewRiaPulse records · 2.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 5 related PR NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Vrm Penzini Capital L.L.C. |
| Legal name | Vrm Penzini Capital L.L.C. |
| CRD | 336315 |
| Status | Approved |
| Registered with the SEC | 2026-04-27 |
| Latest Form ADV filing | 2026-03-24 |
| Location | San Juan, PR, United States |
| Regulatory AUM | $269,217,587 |
| Accounts | 12 |
| Employees | 4 |
| Website | https://www.vrmpenzini.com/ |
| amount percentile | 76th of 1,149 (median 134, 2.0x median) |
| Peer records CSV (6 PR records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (PR first): Bluhaus Capital Management LLC · Global Venture Management LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Vrm Penzini Capital L.L.C. and 6 Puerto Rico peers
- Puerto Rico NewRiaPulse records like this one: 6
- Vrm Penzini Capital L.L.C.'s amount: 76th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Puerto Rico peer: $1,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $269M under management.
- Website on file.
What is the NewRiaPulse record for Vrm Penzini Capital L.L.C. in San Juan, Puerto Rico?
Vrm Penzini Capital L.L.C. received SEC registration as an investment adviser (2026-04-27) with $269,217,587 in regulatory assets under management, based in San Juan, PR.
How does Vrm Penzini Capital L.L.C. compare to other Puerto Rico NewRiaPulse records?
Its amount of 269 sits in the upper half (76th percentile) of 1,149 records; the median is 134. It is 192 days old; check the official source for later updates before acting.
Vrm Penzini Capital L.L.C. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Vrm Penzini Capital L.L.C. | San Juan, PR | 269 | 76th | 2026-04-27 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.