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Building 2PROTEA ASSET MANAGEMENT LLC

Map pinPHILADELPHIA, PA
Phone646-571-8215
NotebookSEC #801-107459
Total AUM
$17M
Employees
3
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
325 CHESTNUT STREET
ST. 800
PHILADELPHIA
PA 19106
United States
Operating Hours
8:00 A.M. TO 6:00 P.M,
Monday - Friday
Phone
646-571-8215

ReceiptFinancials

Total AUM
$17M
Accounts
3
Discretionary
$17M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$17M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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