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Building 2APTITUDE INVESTMENT MANAGEMENT LP

Map pinSEATTLE, WA
Phone212-902-1000
NotebookSEC #801-74419
Total AUM
$6.1B
Employees
7
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 UNION STREET, SUITE 3700
SEATTLE
WA 98101
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
212-902-1000

ReceiptFinancials

Total AUM
$6.1B
Accounts
18
Discretionary
$6.1B
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
14
AUM
$2.3B
Pension/Profit Sharing Plan Clients
2
AUM
$3.1B
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$621.6M
Other Clients
1
AUM
$0
Description of Other Clients
NA

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 2

Shield checkCompliance

Disclosures
Felony ChargeLicense Revocation/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 161 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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