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Building 2NEW ALBANY CAPITAL PARTNERS, LLC

Map pinBLUFFTON, SC
Phone614-441-9999
NotebookSEC #801-68296
Total AUM
$45.1M
Employees
1
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 TRADERS CROSS
FIRST FLOOR
BLUFFTON
SC 29909
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT; SEE PART 2A AND 2B
Phone
614-441-9999
Other Offices
1

ReceiptFinancials

Total AUM
$45.1M
Accounts
19
Discretionary
$45.1M
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$2.5M
HNW Individual Clients
7
AUM
$10.9M
Charitable Organization Clients
1
AUM
$31.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHSC

HandshakeAffiliates

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

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