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Building 2EREZ ASSET MANAGEMENT, LLC

Map pinNEW ROCHELLE, NY
Phone917-455-9764
NotebookSEC #801-132310
Total AUM
$84.3M
Employees
2
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
270 NORTH AVE
STE 404
NEW ROCHELLE
NY 10801-5124
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
917-455-9764

ReceiptFinancials

Total AUM
$84.3M
Accounts
3
Discretionary
$84.3M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$64.7M
Other Clients
2
AUM
$19.6M
Description of Other Clients
SEPARATELY MANAGED ACCOUNTS

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
SEPARATELY MANAGED ACCOUNTS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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