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Building 2VERTEX INVESTMENT MANAGEMENT INC

Map pinBOSTON, MA
Phone617-954-5835
NotebookSEC #801-55282
Total AUM
$1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 BOYLSTON STREET
BOSTON
MA 02116
USA
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
617-954-5835

ReceiptFinancials

Total AUM
$1M
Accounts
1
Discretionary
$1M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations

None reported

HandshakeAffiliates

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

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