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Building 2NEW AGE ALPHA

Map pinRYE, NY
Phone(212) 922-2699
NotebookSEC #801-116789
Total AUM
$2.5B
Employees
42
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 THEODORE FREMD AVENUE
SUITE A-101
RYE
NY 10580
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(212) 922-2699

ReceiptFinancials

Total AUM
$2.5B
Accounts
38
Discretionary
$2.5B
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
2
AUM
$891.8K
Investment Company Clients
17
AUM
$2.2B
Pooled Vehicle Clients
2
AUM
$255.2M
Investment Advisor Clients
1
AUM
$4.9M
Corporation or Business Clients
1
AUM
$10.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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