1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GATEMORE

Map pinNEW YORK, NY
Phone1 212-251-6700
NotebookSEC #801-131274
Total AUM
$239.5M
Employees
9
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
430 PARK AVE
NEW YORK
NY 10022
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
1 212-251-6700
Other Offices
2

ReceiptFinancials

Total AUM
$239.5M
Accounts
14
Discretionary
$239.5M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
14
AUM
$239.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CONY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account