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Building 2FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone646.277.7310
NotebookSEC #801-19567
Total AUM
$741.8M
Employees
10
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 EAST 52ND STREET
16TH FLOOR
NEW YORK
NY 10022-6265
United States
Operating Hours
9:00A.M. - 5:00P.M
Monday - Friday
Phone
646.277.7310

ReceiptFinancials

Total AUM
$741.8M
Accounts
688
Discretionary
$649.2M
Accounts
570
Non-Discretionary
$92.6M
Accounts
118

ContactClients

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Individual Clients
137
AUM
$71.1M
HNW Individual Clients
147
AUM
$666.6M
Charitable Organization Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMINHNJNYOHORPATXVAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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