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Building 2VINCI PARTNERS USA

Map pinNEW YORK, NY
Phone1 646 559 8000
NotebookSEC #801-77895
Total AUM
$327M
Employees
14
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
590 MADISON AVENUE
33RD FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
1 646 559 8000
Other Offices
1

ReceiptFinancials

Total AUM
$327M
Accounts
73
Discretionary
$138.2M
Accounts
8
Non-Discretionary
$188.8M
Accounts
65

ContactClients

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HNW Individual Clients
48
AUM
$148.8M
Pooled Vehicle Clients
6
AUM
$96M
Corporation or Business Clients
19
AUM
$82.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 26 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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