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Building 2CONCINNITY ADVISORS, LP

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Phone914-591-0117
NotebookSEC #801-78298
Total AUM
$203.3M
Employees
4
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30 AM - 4:30 PM
Monday - Friday
Phone
914-591-0117
Other Offices
2

ReceiptFinancials

Total AUM
$203.3M
Accounts
2
Discretionary
$203.3M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$199.6M
Other Clients
1
AUM
$3.7M
Description of Other Clients
PRIVATE INVESTMENT LLC

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT RECOMMENDATIONS TO A PRIVATE INVESTMENT LLC
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
NO COMPENSATION ON PRIVATE INVESTMENT LLC

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Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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