1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WHITNEY HOLDINGS LLC

Map pinNEW CANAAN, CT
Phone203-716-6100
NotebookSEC #801-56941
Total AUM
$2.2B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
130 MAIN STREET
NEW CANAAN
CT 06840
USA
Operating Hours
8:30 A.M. TO 5:30 P.M.
Monday - Friday
Phone
203-716-6100

ReceiptFinancials

Total AUM
$2.2B
Accounts
13
Discretionary
$2.2B
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account