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Building 2HARTWELL J M LTD PARTNERSHIP

Map pinNEW YORK, NY
Phone212-308-3355
NotebookSEC #801-46755
Total AUM
$534.7M
Employees
7
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
515 MADISON AVE
NEW YORK
NY 10022
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
212-308-3355

ReceiptFinancials

Total AUM
$534.7M
Accounts
87
Discretionary
$534.7M
Accounts
87
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$10.3M
HNW Individual Clients
35
AUM
$503.5M
Pooled Vehicle Clients
1
AUM
$5M
Pension/Profit Sharing Plan Clients
1
AUM
$9.6M
Charitable Organization Clients
1
AUM
$4.7M
Corporation or Business Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAILMAMDMSNHNJNYOHRITX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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