CHARLES PRATT & COMPANY, L.L.C.
Total AUM
$916.1M
Employees
9Clients
315Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1270 AVENUE OF THE AMERICAS
SUITE 940
NEW YORK
NY 10020-1703
United States
SUITE 940
NEW YORK
NY 10020-1703
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
212-867-4444
Financials
Total AUM
$916.1M
Accounts
544Discretionary
$886.7M
Accounts
402Non-Discretionary
$29.4M
Accounts
142
Clients
Individual Clients
294AUM
$604M
HNW Individual Clients
14AUM
$66.6M
Pooled Vehicle Clients
7AUM
$245.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTMAMDNHNYWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.