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Building 2CYWP FUND

Map pinBOCA RATON, FL
Phone301-807-6390
NotebookSEC #801-134043
Total AUM
$160.8M
Employees
3
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
433 PLAZA REAL
SUITE 275
BOCA RATON
FL 33432
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
301-807-6390
Other Offices
1

ReceiptFinancials

Total AUM
$160.8M
Accounts
13
Discretionary
$160.8M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
13
AUM
$160.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLVA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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