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Building 2ASANA PARTNERS, LP

Map pinCHARLOTTE, NC
Phone704-423-1660
NotebookSEC #801-108166
Total AUM
$8.4B
Employees
125
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2151 HAWKINS STREET
SUITE 1100
CHARLOTTE
NC 28203
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
704-423-1660
Other Offices
6

ReceiptFinancials

Total AUM
$8.4B
Accounts
9
Discretionary
$7.8B
Accounts
6
Non-Discretionary
$521.8M
Accounts
3

ContactClients

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Pooled Vehicle Clients
9
AUM
$8.4B

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
COGANCSC

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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