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CITY DIFFERENT INVESTMENTS
SANTA FE, NM
505-416-4550
SEC #801-120293Total AUM
$244.4M
Employees
16Clients
106Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
925 PASEO DE PERALTA
SANTA FE
NM 87501
United States
SANTA FE
NM 87501
United States
Operating Hours
9 AM TO 5 PM MTN TIME
Monday - Friday
Monday - Friday
Phone
505-416-4550
Other Offices
4
Financials
Total AUM
$244.4M
Accounts
178Discretionary
$244.4M
Accounts
178Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
100AUM
$184.6M
Investment Company Clients
1AUM
$32.4M
Pooled Vehicle Clients
4AUM
$24.6M
Corporation or Business Clients
1AUM
$2.9M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
AS SPONSOR OF AN ETF, WILL SHARE IN ETF PROFITS AFTER EXPENSES
Compliance
Disclosures
None reported
State Registrations
CACOFLMAMINJNMNYOHORPATX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.