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Building 2THEOREM

Map pinNEW YORK, NY
Phone646-214-8587
NotebookSEC #801-108607
Total AUM
$1B
Employees
121
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
335 MADISON AVENUE
16TH FL
NEW YORK
NY 10017-4611
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
646-214-8587

ReceiptFinancials

Total AUM
$1B
Accounts
4
Discretionary
$1B
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$1B
Charitable Organization Clients
1
AUM
$6.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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