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Building 2BASTION MANAGEMENT II LLC

Map pinSTAMFORD, CT
Phone+1-203-594-9264
NotebookSEC #801-120915
Total AUM
$572.7M
Employees
13
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
281 TRESSER BLVD
SUITE 1505
STAMFORD
CT 06901
United States
Operating Hours
9 AM- 6PM
Monday - Friday
Phone
+1-203-594-9264
Other Offices
1

ReceiptFinancials

Total AUM
$572.7M
Accounts
6
Discretionary
$472.2M
Accounts
5
Non-Discretionary
$100.5M
Accounts
1

ContactClients

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Pooled Vehicle Clients
5
AUM
$472.2M
Charitable Organization Clients
1
AUM
$100.5M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MONITORING AND SERVICING FEES FOR LOANS

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMN

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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