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Building 2POETIC GROUP LLC

Map pinHACKENSACK, NJ
Phone646-793-4551
NotebookSEC #801-117375
Total AUM
$802.5M
Employees
9
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 HACKENSACK AVENUE
SUITE 200
HACKENSACK
NJ 07601
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
646-793-4551

ReceiptFinancials

Total AUM
$802.5M
Accounts
10
Discretionary
$794.8M
Accounts
7
Non-Discretionary
$7.7M
Accounts
3

ContactClients

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Pooled Vehicle Clients
6
AUM
$765.3M
Investment Advisor Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$25.9M
Other Clients
1
AUM
$11.3M
Description of Other Clients
FOUNDATION

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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