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Building 2FCP

Map pinCHEVY CHASE, MD
Phone240-395-2000
NotebookSEC #801-74428
Total AUM
$3.5B
Employees
75
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4445 WILLARD AVE
SUITE 900
CHEVY CHASE
MD 20815
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
240-395-2000
Other Offices
4

ReceiptFinancials

Total AUM
$3.5B
Accounts
13
Discretionary
$2.9B
Accounts
11
Non-Discretionary
$534.2M
Accounts
2

ContactClients

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Pooled Vehicle Clients
11
AUM
$2.9B
Government Entity Clients
1
AUM
$503.6M
Corporation or Business Clients
1
AUM
$30.6M

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
COGAMDNC

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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