1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC

Map pinNEW YORK, NY
Phone917 750-5588
NotebookSEC #801-119020
Total AUM
$100.6M
Employees
4
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
157 COLUMBUS AVENUE
SUITE 512
NEW YORK
NY 10023
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
917 750-5588

ReceiptFinancials

Total AUM
$100.6M
Accounts
7
Discretionary
$1.2K
Accounts
2
Non-Discretionary
$100.6M
Accounts
5

ContactClients

View more in analytics →

Pooled Vehicle Clients
4
AUM
$100.4M
Charitable Organization Clients
1
AUM
$1.2K
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$166.7K
Description of Other Clients
PRIVATE FOUNDATION

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
RISK ASSESSMENT; FINANCIAL CONTROLLING
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account