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Building 2KORR ACQUISITIONS

Map pinWESTBURY, NY
Phone855-567-7858
NotebookSEC #801-117195
Total AUM
$107.8M
Employees
3
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1400 OLD COUNTRY ROAD
SUITE 306
WESTBURY
NY 11590
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
855-567-7858

ReceiptFinancials

Total AUM
$107.8M
Accounts
2
Discretionary
$107.8M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$102.8M
Other Clients
1
AUM
$5M
Description of Other Clients
FIXED INCOME LP

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT ADVISORY SERVICES TO REGISTERED INVESTMENT ADVISORS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Court Violation FindingDismissed Civil Action (Settlement)SEC/CFTC Cause of Denial/SuspensionSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLMINJNY

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

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