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Building 2MIO PARTNERS, INC.

Map pinNEW YORK, NY
Phone212-203-4000
NotebookSEC #801-41495
Total AUM
$59.6B
Employees
287
Clients
1,051

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
630 FIFTH AVENUE, 37TH FLOOR
NEW YORK
NY 10111
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
212-203-4000
Other Offices
3

ReceiptFinancials

Total AUM
$59.6B
Accounts
75
Discretionary
$59.6B
Accounts
75
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$0
HNW Individual Clients
915
AUM
$0
Pooled Vehicle Clients
75
AUM
$44.9B
Pension/Profit Sharing Plan Clients
1
AUM
$14.7B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR EMPLOYEES SECURITIES COMPANIES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

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

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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