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Building 2FOUNDATION ASSET MANAGEMENT

Map pinWHITE PLAINS, NY
Phone914-574-2923
NotebookSEC #801-73597
Total AUM
$551.5M
Employees
8
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 NORTH LEXINGTON AVE
15TH FLOOR
WHITE PLAINS
NY 10601
United States
Operating Hours
8:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
914-574-2923

ReceiptFinancials

Total AUM
$551.5M
Accounts
3
Discretionary
$551.5M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$551.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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