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

Building 2CAZENOVIA CREEK INVESTMENT MANAGEMENT, LLC

Map pinCHARLOTTE, NC
Phone914.364.2659
NotebookSEC #801-71079
Total AUM
$152.8M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5960 FAIRVIEW ROAD
SUITE 325
CHARLOTTE
NC 28210
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
914.364.2659

ReceiptFinancials

Total AUM
$152.8M
Accounts
2
Discretionary
$152.8M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

View all affiliates →

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

Feature requires an account