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Building 2ELECTRA CAPITAL

Map pinCONSHOHOCKEN, PA
Phone(610) 977-2000
NotebookSEC #801-126452
Total AUM
$1.5B
Employees
11
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 CONSHOHOCKEN STATE RD.
SUITE #520
CONSHOHOCKEN
PA 19428
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
(610) 977-2000
Other Offices
3

ReceiptFinancials

Total AUM
$1.5B
Accounts
4
Discretionary
$1.5B
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$1.5B

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
FLPA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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