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Building 226NORTH

Map pinNEW YORK, NY
Phone212-257-5220
NotebookSEC #801-126520
Total AUM
$32.7B
Employees
142
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 MADISON AVE
26TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
8AM - 6PM
Monday - Friday
Phone
212-257-5220
Other Offices
1

ReceiptFinancials

Total AUM
$32.7B
Accounts
67
Discretionary
$30.4B
Accounts
56
Non-Discretionary
$2.3B
Accounts
11

ContactClients

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Pooled Vehicle Clients
38
AUM
$17.3B
Charitable Organization Clients
1
AUM
$233.9M
Insurance Company Clients
19
AUM
$12B
Corporation or Business Clients
5
AUM
$945.9M
Other Clients
1
AUM
$2.2B
Description of Other Clients
SEPARATELY MANAGED ACCOUNTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MONITORING FEES AND INCLUDES A COST RECOVERY EXPENSE ALLOCATION

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 22 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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