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

Building 2PHOENIX INVESTMENT ADVISER LLC

Map pinNEW YORK, NY
Phone212-359-6230
NotebookSEC #801-65790
Total AUM
$478.1M
Employees
18
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 LEXINGTON AVENUE
SUITE 2040
NEW YORK
NY 10170
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
212-359-6230

ReceiptFinancials

Total AUM
$478.1M
Accounts
16
Discretionary
$475.8M
Accounts
15
Non-Discretionary
$2.3M
Accounts
1

ContactClients

View more in analytics →

Pooled Vehicle Clients
15
AUM
$475.8M
Investment Advisor Clients
1
AUM
$2.3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account