# Owlcrest Partners LLC

> Owlcrest Partners LLC is a state-registered investment advisory firm in San Juan, PR, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 304978
- Filed as: OWLCREST PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Juan, PR
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304978
- AdvisorCensus page: https://advisorcensus.com/firm/owlcrest-partners-llc-san-juan-pr-304978

## Quick answers

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

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

**Is Owlcrest Partners LLC registered with the SEC or a state?**
Owlcrest Partners LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304978.

**How much does Owlcrest Partners LLC manage?**
Owlcrest Partners LLC reports $54,857 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**What types of clients does Owlcrest Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Owlcrest Partners 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/304978

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $54,857
- Discretionary: $54,857
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $54,857 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 3 total, 2 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)
- jiraucapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | February 19, 2021 |
| October 2026 | $54,857 | 3 | May 27, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Owlcrest Partners LLC (CRD 304978): Form ADV filing data as of October 2026.