SEC-registered independent wealth management RIA
Adrian Day Asset Management
As of its Form ADV filed March 31, 2026, Adrian Day Asset Management, an SEC-registered independent wealth management RIA in Dorado, Puerto Rico, reported $221.6 million in regulatory assets under management across 234 accounts, ranking #7 among independent RIAs in Puerto Rico by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 105985
- SEC file number
- 801-39145
- Registered since
- June 26, 1991
- Latest Form ADV filing
- March 31, 2026
- Legal name
- GLOBAL STRATEGIC MANAGEMENT INC
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 1
Key figures
- Regulatory assets under management
- $221.6 million
- Discretionary
- $221.6 million (100.0%)
- Non-discretionary
- $0
- Accounts
- 234 (234 discretionary)
- Clients
- 147, approximate as reported
- Employees
- 3
- Advisory staff
- 2 performing investment advisory functions
- Average account
- $947,195
- Asset growth, 1 year
- 88.5% (from $117.6 million a year earlier)
- Asset growth, 3-year annual rate
- 27.1% (from $108.0 million three years earlier)
- Asset growth, 5-year annual rate
- 9.0% (from $143.8 million five years earlier)
- Client growth, 1 year
- 0.7% (from 146)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Puerto Rico | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #5,015 | #7 | $221.6 million |
| Fastest-growing independent RIAs over one year | #115 | #1 | 88.5%from $117.6 million |
| Fastest-growing independent RIAs over three years | #709 | #1 | 27.1%from $108.0 million |
| Fastest-growing independent RIAs over five years | #2,756 | #4 | 9.0%from $143.8 million |
| Independent RIAs with the biggest asset gains over one year | #1,960 | #5 | $104.1 million |
| Independent RIAs with the most clients | #6,955 | #7 | 147 |
| Independent RIAs with the fastest client growth over one year | #3,929 | #4 | 0.7%from 146 |
| Independent RIAs with the most accounts | #7,883 | #7 | 234 |
| Independent RIAs with the most advisory staff | #6,488 | #9 | 2 |
| Independent RIAs with the most high net worth clients | #4,399 | #4 | 69 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $120.1 million |
| October 3, 2011 | $164.7 million |
| October 1, 2012 | $143.9 million |
| October 1, 2013 | $126.8 million |
| October 1, 2014 | $121.7 million |
| October 1, 2015 | $139.4 million |
| October 3, 2016 | $197.6 million |
| October 2, 2017 | $161.7 million |
| October 1, 2018 | $176.9 million |
| October 1, 2019 | $159.7 million |
| October 1, 2020 | $107.0 million |
| October 4, 2021 | $143.8 million |
| October 3, 2022 | $125.0 million |
| October 5, 2023 | $108.0 million |
| October 1, 2024 | $101.5 million |
| September 2, 2025 | $117.6 million |
| October 2, 2026 | $221.6 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 69 clients | $188.4 million | |
| Individuals (other than high net worth) 65 clients | $23.3 million | |
| Pension and profit sharing plans 12 clients | $8.9 million | |
| Charitable organizations fewer than 5 clients | $1.1 million | |
| Banking or thrift institutions fewer than 5 clients | $0 | |
| State or municipal government entities fewer than 5 clients | $0 | |
| Other investment advisers fewer than 5 clients | $0 | |
| Insurance companies fewer than 5 clients | $0 | |
| Sovereign wealth funds and foreign official institutions fewer than 5 clients | $0 | |
| Corporations or other businesses fewer than 5 clients | $0 |
How the firm is paid
- A percentage of assets under management
- Performance-based fees
Advisory services
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Educational seminars or workshops
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Other investment adviser
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 1
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 0
0 of the firm's 1 IAR are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Puerto Rico
| Firm | City | RAUM |
|---|---|---|
| Thomas Wright Asset Management, Inc. | San Juan | $341.3 million |
| Chapel Bridge Wealth Advisors | San Juan | $273.6 million |
| Generational Private Wealth | San Juan | $271.9 million |
| Vauban Wealth Management | Guaynabo | $181.2 million |
| Fortaleza Capital Partners, LLC | San Juan | $95.1 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Adrian Day Asset Management on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.adriandayassetmanagement.com
- Independent RIAs in Puerto Rico
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.