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Building 2ENERGY INCOME PARTNERS

Map pinWESTPORT, CT
Phone203-349-8232
NotebookSEC #801-66907
Total AUM
$6.1B
Employees
21
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 WRIGHT STREET
WESTPORT
CT 06880-3115
United States
Operating Hours
9-5
Monday - Friday
Phone
203-349-8232

ReceiptFinancials

Total AUM
$6.1B
Accounts
108
Discretionary
$6.1B
Accounts
108
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
89
AUM
$175.8M
Banking Clients
1
AUM
$0
Investment Company Clients
5
AUM
$5.1B
Pooled Vehicle Clients
2
AUM
$225.2M
Pension/Profit Sharing Plan Clients
4
AUM
$31.8M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
6
AUM
$477.9M
Insurance Company Clients
1
AUM
$4M
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
5
AUM
$30.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDEFLGAIDILINMAMIMNMONCNDNENJNYOKPASCTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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