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Building 2FOUNDRY PARTNERS, LLC

Map pinCLEVELAND, OH
Phone612-376-2800
NotebookSEC #801-76953
Total AUM
$2B
Employees
17
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1660 W SECOND STREET
SUITE 910
CLEVELAND
OH 44113
United States
Operating Hours
8:00 AM - 5:00 PM CST
Monday - Friday
Phone
612-376-2800
Other Offices
1

ReceiptFinancials

Total AUM
$2B
Accounts
68
Discretionary
$2B
Accounts
68
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$1.1M
Investment Company Clients
1
AUM
$281.7M
Pooled Vehicle Clients
1
AUM
$1M
Pension/Profit Sharing Plan Clients
65
AUM
$1.8B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILINMNNYOHPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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