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Building 2LOEB PARTNERS CORPORATION

Map pinNEW YORK, NY
Phone212-483-7000
NotebookSEC #801-39571
Total AUM
$455.1M
Employees
13
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 WALL STREET
19TH FLOOR
NEW YORK
NY 10005
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
212-483-7000
Other Offices
1

ReceiptFinancials

Total AUM
$455.1M
Accounts
215
Discretionary
$455.1M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$28M
HNW Individual Clients
48
AUM
$352.6M
Pension/Profit Sharing Plan Clients
1
AUM
$15.4M
Charitable Organization Clients
1
AUM
$69.4K
Corporation or Business Clients
14
AUM
$58.8M
Other Clients
1
AUM
$120.4K
Description of Other Clients
ESTATE

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CTMDNJNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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