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Building 2BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC

Map pinNEW YORK, NY
Phone2124177000
NotebookSEC #801-120634
Total AUM
$107.3B
Employees
1,421
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 LIBERTY STREEET
8TH FLOOR
NEW YORK
NY 10281
United States
Operating Hours
9-5
Monday - Friday
Phone
2124177000
Other Offices
36

ReceiptFinancials

Total AUM
$107.3B
Accounts
32
Discretionary
$370.6M
Accounts
7
Non-Discretionary
$106.9B
Accounts
25

ContactClients

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Banking Clients
1
AUM
$1.1B
Pooled Vehicle Clients
1
AUM
$844.7M
Insurance Company Clients
27
AUM
$104.2B
Corporation or Business Clients
3
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 206 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

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