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Building 2PROCYON INSTITUTIONAL PARTNERS, LLC

Map pinSHELTON, CT
Phone(475) 232-2704
NotebookSEC #801-110494
Total AUM
$2.7B
Employees
17
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 CORPORATE DRIVE
SUITE 225
SHELTON
CT 06484
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(475) 232-2704
Other Offices
1

ReceiptFinancials

Total AUM
$2.7B
Accounts
60
Discretionary
$15M
Accounts
2
Non-Discretionary
$2.6B
Accounts
58

ContactClients

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Pension/Profit Sharing Plan Clients
56
AUM
$2.4B
Government Entity Clients
1
AUM
$225M

Briefcase businessServices

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Services Offered
EducationInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SRO Discipline/Expulsion/Suspension
State Registrations
CTFLNJNYTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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