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Building 2SGIM

Map pinNEW YORK, NY
Phone855-951-1800
NotebookSEC #801-112162
Total AUM
$11.3M
Employees
2
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
42 BROADWAY
12TH FLOOR
NEW YORK
NY 10004
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
855-951-1800

ReceiptFinancials

Total AUM
$11.3M
Accounts
131
Discretionary
$11.3M
Accounts
131
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
106
AUM
$3.3M
HNW Individual Clients
25
AUM
$3.7M
Pooled Vehicle Clients
1
AUM
$4.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLANJNYTXVA

HandshakeAffiliates

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

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