1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KALEIDOSCOPE CAPITAL

Map pinBOSTON, MA
Phone617-765-2064
NotebookSEC #801-110304
Total AUM
$706.2M
Employees
9
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 ARCH STREET
31ST FLOOR
BOSTON
MA 02110
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
617-765-2064

ReceiptFinancials

Total AUM
$706.2M
Accounts
9
Discretionary
$706.2M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
7
AUM
$694.4M
Corporation or Business Clients
1
AUM
$11.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account