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Building 2FUND ASSET MANAGERS

Map pinRENO, NV
Phone203-629-3300
NotebookSEC #801-129405
Total AUM
$24.8M
Employees
8
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 DAMONTE RANCH PARKWAY
BLDG 700, UNIT 700
RENO
NV 89521
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
203-629-3300
Other Offices
1

ReceiptFinancials

Total AUM
$24.8M
Accounts
4
Discretionary
$13.5M
Accounts
2
Non-Discretionary
$11.3M
Accounts
2

ContactClients

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Pooled Vehicle Clients
4
AUM
$24.8M

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
NVTX

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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