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Building 2ORTELIUS CAPITAL PARTNERS

Map pinNEW YORK, NY
Phone917-595-5010
NotebookSEC #801-65281
Total AUM
$143.8M
Employees
1
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
767 5TH AVENUE
15TH FLOOR
NEW YORK
NY 10153
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
917-595-5010

ReceiptFinancials

Total AUM
$143.8M
Accounts
3
Discretionary
$71.4M
Accounts
2
Non-Discretionary
$72.3M
Accounts
1

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$72.3M
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
2
AUM
$71.4M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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