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Building 2DECLARATION MANAGEMENT & RESEARCH LLC

Map pinBOSTON, MA
Phone617-375-1500
NotebookSEC #801-35030
Total AUM
$4.7B
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
197 CLARENDON ST
BOSTON
MA 02116
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
617-375-1500

ReceiptFinancials

Total AUM
$4.7B
Accounts
30
Discretionary
$4.7B
Accounts
27
Non-Discretionary
$58.1M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Court Violation FindingOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSRO Rule Violation
State Registrations
CAFLMANDNYPA

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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