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Building 2POET ADVISORS LLC

Map pinNEW ROCHELLE, NY
Phone646-493-4211
NotebookSEC #801-77050
Total AUM
$129.5M
Employees
6
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
173 HUGUENOT STREET
SUITE 200
NEW ROCHELLE
NY 10801
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
646-493-4211

ReceiptFinancials

Total AUM
$129.5M
Accounts
7
Discretionary
$129.5M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$129.5M

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

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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