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Building 2INTEGRATED PORTFOLIO INTELLIGENCE LLC

Map pinNEW YORK, NY
Phone212-710-6154
NotebookSEC #801-119418
Total AUM
$52.9M
Employees
4
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 PARK AVENUE
SUITE 1700
NEW YORK
NY 10166
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
212-710-6154

ReceiptFinancials

Total AUM
$52.9M
Accounts
4
Discretionary
$52.9M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$52.9M

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

None reported

HandshakeAffiliates

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

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