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Building 2FUTURE POSITIVE

Map pinNEW YORK, NY
Phone646-867-9160
NotebookSEC #801-134905
Total AUM
$278M
Employees
4
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 ST JOHNS LANE
NEW YORK
NY 10013
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
646-867-9160

ReceiptFinancials

Total AUM
$278M
Accounts
17
Discretionary
$278M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
17
AUM
$278M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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