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Building 2SCIENS WATER

Map pinNEW YORK, NY
Phone212-471-6100
NotebookSEC #801-136184
Total AUM
$743.5M
Employees
15
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
667 MADISON AVENUE
3RD FLOOR
NEW YORK
NY 10065
United States
Operating Hours
9:00 TO 6:00
Monday - Friday
Phone
212-471-6100

ReceiptFinancials

Total AUM
$743.5M
Accounts
12
Discretionary
$594.1M
Accounts
10
Non-Discretionary
$149.3M
Accounts
2

ContactClients

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Pooled Vehicle Clients
12
AUM
$743.5M

Briefcase businessServices

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Services Offered
EducationPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MONITORING FEES FROM PORTFOLIO COMPANIES

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
DENY

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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