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Building 2INVERNESS MANAGEMENT, LLC

Map pinNEW CANAAN, CT
Phone203-966-4177
NotebookSEC #801-73927
Total AUM
$173.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 LOCUST AVENUE, SUITE 1-D
NEW CANAAN
CT 06840
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
203-966-4177

ReceiptFinancials

Total AUM
$173.3M
Accounts
2
Discretionary
$173.3M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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
CT

HandshakeAffiliates

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

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