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Building 2BROADCORE INVESTMENTS LP

Map pin
Phone646-535-6900
NotebookSEC #801-108082
Total AUM
$13M
Employees
3
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
646-535-6900

ReceiptFinancials

Total AUM
$13M
Accounts
6
Discretionary
$13M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
5
AUM
$7.7M
Pension/Profit Sharing Plan Clients
1
AUM
$5.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations

None reported

HandshakeAffiliates

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

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