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

Building 2DERBY LANE

Map pinNEW YORK, NY
Phone(646) 530-6465
NotebookSEC #801-132381
Total AUM
$746.3M
Employees
12
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 EAST 53RD STREET
SUITE 1805
NEW YORK
NY 10022
United States
Operating Hours
9A-5P
Monday - Friday
Phone
(646) 530-6465

ReceiptFinancials

Total AUM
$746.3M
Accounts
3
Discretionary
$546.3M
Accounts
2
Non-Discretionary
$200M
Accounts
1

ContactClients

View more in analytics →

Pooled Vehicle Clients
3
AUM
$746.3M

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

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account