1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ACRES

Map pinUNIONDALE, NY
Phone516-535-0015
NotebookSEC #801-106763
Total AUM
$4.4B
Employees
40
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
390 RXR PLAZA
UNIONDALE
NY 11556
United States
Operating Hours
9AM-6PM
Monday - Friday
Phone
516-535-0015
Other Offices
5

ReceiptFinancials

Total AUM
$4.4B
Accounts
11
Discretionary
$4.3B
Accounts
5
Non-Discretionary
$124M
Accounts
6

ContactClients

View more in analytics →

Pooled Vehicle Clients
5
AUM
$4.3B
Pension/Profit Sharing Plan Clients
1
AUM
$29.4M
Investment Advisor Clients
1
AUM
$28M
Insurance Company Clients
1
AUM
$66.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ACRES PRESENTS INVESTMENT OPPORTUNITIES TO ITS CLIENTS AND PROVIDES INVESTMENT ADVICE REGARDING SUCH INVESTMENT'S STRUCTURING
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLILMANYPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account