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Building 2ALPACA

Map pinNEW YORK, NY
Phone860-501-0289
NotebookSEC #801-127816
Total AUM
$149.9M
Employees
11
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 5TH AVENUE
FL 46
NEW YORK
NY 10110
United States
Operating Hours
9AM - 6PM
Monday - Friday
Phone
860-501-0289

ReceiptFinancials

Total AUM
$149.9M
Accounts
14
Discretionary
$149.7M
Accounts
11
Non-Discretionary
$229.9K
Accounts
3

ContactClients

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Pooled Vehicle Clients
14
AUM
$149.9M

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
NY

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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