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Building 2ECP

Map pinSUMMIT, NJ
Phone973-671-6100
NotebookSEC #801-74094
Total AUM
$33.4B
Employees
95
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 BEECHWOOD ROAD
SUMMIT
NJ 07901
United States
Operating Hours
8:30 AM - 6:00 PM
Monday - Friday
Phone
973-671-6100
Other Offices
5

ReceiptFinancials

Total AUM
$33.4B
Accounts
64
Discretionary
$32.6B
Accounts
61
Non-Discretionary
$782.4M
Accounts
3

ContactClients

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Pooled Vehicle Clients
64
AUM
$33.4B

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLNJNY

HandshakeAffiliates

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Affiliates
Reported 44 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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