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Building 2UPPER90

Map pinPROVIDENCE, RI
Phone(646) 979-0719
NotebookSEC #801-119170
Total AUM
$1.1B
Employees
18
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
269 C SOUTH MAIN STREET
PROVIDENCE
RI 02903
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
(646) 979-0719
Other Offices
2

ReceiptFinancials

Total AUM
$1.1B
Accounts
31
Discretionary
$1.1B
Accounts
31
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
31
AUM
$1.1B

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
MDNYRI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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