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Building 2PROSPECT RIDGE

Map pinNEW YORK, NY
Phone415-393-5316
NotebookSEC #801-114474
Total AUM
$5.8B
Employees
44
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
640 FIFTH AVENUE
8TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
415-393-5316
Other Offices
2

ReceiptFinancials

Total AUM
$5.8B
Accounts
30
Discretionary
$5.7B
Accounts
29
Non-Discretionary
$136M
Accounts
1

ContactClients

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Pooled Vehicle Clients
30
AUM
$5.8B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ACQUISITION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CATN

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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