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Building 2HARVEST VOLATILITY MANAGEMENT, LLC

Map pinNORWALK, CT
Phone203-307-0600
NotebookSEC #801-69037
Total AUM
$216.6M
Employees
5
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 MERRITT 7 CORPORATE PARK
3RD FLOOR
NORWALK
CT 06851
United States
Operating Hours
08:30 - 17:00
Monday - Friday
Phone
203-307-0600

ReceiptFinancials

Total AUM
$216.6M
Accounts
64
Discretionary
$216.6M
Accounts
64
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
61
AUM
$195.7M
Corporation or Business Clients
1
AUM
$20.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REVENUE SHARE WITH ANOTHER INVESTMENT ADVISER

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACTFLGAILLAMAMINCNENHNJNVNYORSCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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