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Building 2ROCK HARBOR PARTNERS LLC

Map pinLARCHMONT, NY
Phone914-215-5873
NotebookSEC #801-127611
Total AUM
$2.7B
Employees
4
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1865 PALMER AVENUE
SUITE 108
LARCHMONT
NY 10538
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
914-215-5873

ReceiptFinancials

Total AUM
$2.7B
Accounts
129
Discretionary
$95.3M
Accounts
3
Non-Discretionary
$2.6B
Accounts
126

ContactClients

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HNW Individual Clients
62
AUM
$2.6B
Pooled Vehicle Clients
1
AUM
$66.6M
Charitable Organization Clients
1
AUM
$47.5M
Investment Advisor Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Performance-Based
Other Compensation
DISCRETIONARY BONUS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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