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Building 2FDO PARTNERS

Map pinCAMBRIDGE, MA
Phone617-503-4600
NotebookSEC #801-55104
Total AUM
$3.1B
Employees
16
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
134 MOUNT AUBURN STREET
CAMBRIDGE
MA 02138
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
617-503-4600

ReceiptFinancials

Total AUM
$3.1B
Accounts
9
Discretionary
$3.1B
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Banking Clients
2
AUM
$73.6M
Pooled Vehicle Clients
4
AUM
$760.2M
Government Entity Clients
2
AUM
$2B
Sovereign Wealth Fund Clients
1
AUM
$197.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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