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Building 2SORA INVESTORS

Map pinBRYN MAWR, PA
Phone610-801-2000
NotebookSEC #801-122700
Total AUM
$2.6B
Employees
13
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE TOWN PLACE
SUITE 110
BRYN MAWR
PA 19010
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
610-801-2000
Other Offices
3

ReceiptFinancials

Total AUM
$2.6B
Accounts
4
Discretionary
$2.6B
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$2.6B

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
EXPENSE REIMBURSEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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

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