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Building 2SWARTHMORE ASSET MANAGEMENT LTD

Map pinNEW YORK, NY
Phone212-741-2300
NotebookSEC #801-41752
Total AUM
$48.6M
Employees
2
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 WEST 16TH STREET, OFFICE 1B
NEW YORK
NY 10011
United States
Operating Hours
8 A.M. TO 4 P.M.
Monday - Friday
Phone
212-741-2300

ReceiptFinancials

Total AUM
$48.6M
Accounts
42
Discretionary
$48.6M
Accounts
42
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$2.8M
HNW Individual Clients
9
AUM
$23.6M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Charitable Organization Clients
1
AUM
$304.5K
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$1.4M
Other Clients
5
AUM
$18.6M
Description of Other Clients
GUARDIANSHIPS

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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