PC
Poppy Capital L.L.C.
State-registered
Investment Adviser · Boutique (under $100M)
CRD 337408
· San Juan, PR
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ADV data as of Oct 12, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 4
AUM over time
$0
$0
Feb 20, 2026
Oct 12, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 12, 2026
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 12, 2026.
View current Form ADV (SEC/IAPD) ↗