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Building 2ALGONQUIN ADVISORS LLC

Map pinGREENWICH, CT
Phone203-629-2114
NotebookSEC #801-60462
Total AUM
$232.4M
Employees
7
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE GREENWICH OFFICE PARK NORTH
GREENWICH
CT 06831
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
203-629-2114

ReceiptFinancials

Total AUM
$232.4M
Accounts
23
Discretionary
$193.6M
Accounts
21
Non-Discretionary
$38.9M
Accounts
2

ContactClients

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Individual Clients
1
AUM
$1.8M
HNW Individual Clients
13
AUM
$107.5M
Pooled Vehicle Clients
6
AUM
$100M
Charitable Organization Clients
1
AUM
$23.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
RESEARCH ON INVESTMENT MANAGERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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