{
  "crd_number": 162930,
  "slug": "advent-morro-equity-partners-inc-san-juan-pr-162930",
  "primary_business_name": "ADVENT-MORRO EQUITY PARTNERS, INC.",
  "legal_name": "ADVENT-MORRO EQUITY PARTNERS, INC.",
  "dbas": [],
  "city": "San Juan",
  "state": "PR",
  "country": "United States",
  "cbsa_code": "41980",
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://adventmorro.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162930",
  "city_as_filed": "SAN JUAN",
  "url": "https://advisorcensus.com/firm/advent-morro-equity-partners-inc-san-juan-pr-162930",
  "display_name": "Advent-Morro Equity Partners, Inc.",
  "summary": "Advent-Morro Equity Partners, Inc. is an exempt reporting adviser in San Juan, PR, filing reports since 2012. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Advent-Morro Equity Partners, Inc. (CRD 162930): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Advent-Morro Equity Partners, Inc. located?",
      "a": "Advent-Morro Equity Partners, Inc.'s principal office is in San Juan, PR, according to its Form ADV."
    },
    {
      "q": "How does Advent-Morro Equity Partners, Inc. report to regulators?",
      "a": "Advent-Morro Equity Partners, Inc. is an exempt reporting adviser, filing reports since 2012. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 162930."
    },
    {
      "q": "Does Advent-Morro Equity Partners, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/162930"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-09-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/advent-morro-equity-partners-inc-san-juan-pr-162930.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162930",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}