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Building 2GULF STREAM ASSET MANAGEMENT

Map pinCHARLOTTE, NC
Phone704-499-5366
NotebookSEC #801-117217
Total AUM
$2.6B
Employees
14
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4201 CONGRESS STREET
SUITE 375
CHARLOTTE
NC 28209
United States
Operating Hours
8 AM -5 PM
Monday - Friday
Phone
704-499-5366

ReceiptFinancials

Total AUM
$2.6B
Accounts
6
Discretionary
$2.6B
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$2.6B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

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

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