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Building 2PRISMA

Map pinNEW YORK, NY
Phone212-590-0800
NotebookSEC #801-63152
Total AUM
$8.8B
Employees
54
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 WEST 57TH STREET
26TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
8:00AM - 6:00 PM
Monday - Friday
Phone
212-590-0800
Other Offices
1

ReceiptFinancials

Total AUM
$8.8B
Accounts
44
Discretionary
$8.2B
Accounts
42
Non-Discretionary
$607.7M
Accounts
2

ContactClients

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Pooled Vehicle Clients
38
AUM
$8.1B
Pension/Profit Sharing Plan Clients
1
AUM
$158.1M
Government Entity Clients
1
AUM
$607.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DENY

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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