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Building 2DOCKSIDE PLATFORMS

Map pinNEW YORK, NY
Phone917-563-4874
NotebookSEC #801-131643
Total AUM
$9.6B
Employees
10
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 FIFTH AVENUE
11TH FLOOR
NEW YORK
NY 10011
United States
Operating Hours
9-5
Monday - Friday
Phone
917-563-4874

ReceiptFinancials

Total AUM
$9.6B
Accounts
11
Discretionary
$9.1B
Accounts
10
Non-Discretionary
$508.8M
Accounts
1

ContactClients

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Other Clients
11
AUM
$9.6B
Description of Other Clients
FUND OF ONE VEHICLES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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