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

Building 2LAPIDES ASSET MANAGEMENT, LLC

Map pinGREENWICH, CT
Phone203-422-7202
NotebookSEC #801-64518
Total AUM
$204.6M
Employees
10
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 WEST PUTNAM AVENUE
SUITE 400
GREENWICH
CT 06830
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
203-422-7202

ReceiptFinancials

Total AUM
$204.6M
Accounts
8
Discretionary
$204.6M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
6
AUM
$89.1M
Charitable Organization Clients
1
AUM
$115.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account