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Building 2TRUVVO PARTNERS LLC

Map pinNEW YORK, NY
Phone212-488-4700
NotebookSEC #801-67623
Total AUM
$3.8B
Employees
23
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1407 BROADWAY
SUITE 448
NEW YORK
NY 10018
United States
Operating Hours
8:00 AM - 5:30 PM
Monday - Friday
Phone
212-488-4700

ReceiptFinancials

Total AUM
$3.8B
Accounts
41
Discretionary
$1.4B
Accounts
25
Non-Discretionary
$2.4B
Accounts
16

ContactClients

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HNW Individual Clients
15
AUM
$2.4B
Pooled Vehicle Clients
23
AUM
$967.8M
Charitable Organization Clients
1
AUM
$393.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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