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Building 2QSV EQUITY INVESTORS LLC

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Phone844-322-5527
NotebookSEC #801-127701
Total AUM
$113.3M
Employees
3
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
844-322-5527

ReceiptFinancials

Total AUM
$113.3M
Accounts
43
Discretionary
$112.4M
Accounts
42
Non-Discretionary
$872.5K
Accounts
1

ContactClients

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Individual Clients
8
AUM
$3.6M
HNW Individual Clients
6
AUM
$18.4M
Charitable Organization Clients
1
AUM
$2.8M
Government Entity Clients
5
AUM
$88.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COILORTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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