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Building 2OCHOCO INVESTMENT, LLC

Map pinNEW YORK, NY
Phone347-620-9669
NotebookSEC #801-108872
Total AUM
$91.7M
Employees
3
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 COLUMBUS CIRCLE
SUITE 1403
NEW YORK
NY 10019
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
347-620-9669

ReceiptFinancials

Total AUM
$91.7M
Accounts
4
Discretionary
$91.7M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$20M
Pooled Vehicle Clients
1
AUM
$41.4M
Charitable Organization Clients
1
AUM
$30.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

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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