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Building 2FOUNDERS EQUITY PARTNERS

Map pinJACKSON, WY
Phone307-249-6998
NotebookSEC #801-126290
Total AUM
$309.4M
Employees
3
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
160 WEST DELONEY AVE.
JACKSON
WY 83001
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
307-249-6998

ReceiptFinancials

Total AUM
$309.4M
Accounts
6
Discretionary
$309.4M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$309.4M

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

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