# Socio-Economico

> Socio-Economico is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated September 13, 2024.

- CRD: 333104
- Filed as: SOCIO-ECONOMICO
- Legal name: Social-Economic Private Club LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Puerto Rico
- Filing period: October 2026
- Form ADV filing dated: September 13, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333104
- AdvisorCensus page: https://advisorcensus.com/firm/socio-economico-333104

## Quick answers

**How is Socio-Economico compensated?**
On its Form ADV (Item 5.E, October 2026), Socio-Economico reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Is Socio-Economico registered with the SEC or a state?**
Socio-Economico is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333104.

**Does Socio-Economico 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/333104

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 0 total, 0 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Socio-Economico (CRD 333104): Form ADV filing data as of October 2026.
