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Building 2A.W. JONES

Map pinNEW YORK, NY
Phone646-517-6400
NotebookSEC #801-73790
Total AUM
$667M
Employees
6
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
126 EAST 56TH STREET
18TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9AM-6PM
Monday - Friday
Phone
646-517-6400

ReceiptFinancials

Total AUM
$667M
Accounts
7
Discretionary
$598.7M
Accounts
5
Non-Discretionary
$68.3M
Accounts
2

ContactClients

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Pooled Vehicle Clients
6
AUM
$650.4M
Investment Advisor Clients
1
AUM
$16.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled 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 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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