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Building 2MONARCH

Map pinNEW YORK, NY
Phone212-554-1700
NotebookSEC #801-72915
Total AUM
$16.7B
Employees
107
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
535 MADISON AVENUE
22 FL
NEW YORK
NY 10022-4214
United States
Operating Hours
8-6
Monday - Friday
Phone
212-554-1700
Other Offices
4

ReceiptFinancials

Total AUM
$16.7B
Accounts
43
Discretionary
$16.2B
Accounts
36
Non-Discretionary
$513.3M
Accounts
7

ContactClients

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Pooled Vehicle Clients
62
AUM
$16.6B
Investment Advisor Clients
1
AUM
$97.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTN

HandshakeAffiliates

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Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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