# AEP Management Company, LLC.

> AEP Management Company, LLC. is a state-registered investment advisory firm in San Juan, PR, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 333539
- Filed as: AEP MANAGEMENT COMPANY, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Juan, PR
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333539
- AdvisorCensus page: https://advisorcensus.com/firm/aep-management-company-llc-san-juan-pr-333539

## Quick answers

**How is AEP Management Company, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), AEP Management Company, LLC. reports these compensation arrangements: a percentage of assets under its management.

**Where is AEP Management Company, LLC. located?**
AEP Management Company, LLC.'s principal office is in San Juan, PR, according to its Form ADV.

**Is AEP Management Company, LLC. registered with the SEC or a state?**
AEP Management Company, LLC. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333539.

**How much does AEP Management Company, LLC. manage?**
AEP Management Company, LLC. reports $59,583,740 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does AEP Management Company, LLC. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does AEP Management Company, LLC. report any disciplinary disclosures?**
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/333539

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $59,583,740
- Discretionary: $59,583,740
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $59,583,740 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ashfordventures.com
- LinkedIn @ashford-venture-partners

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AEP Management Company, LLC. (CRD 333539): Form ADV filing data as of October 2026.