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Building 2TA CAPITAL MANAGEMENT, LLC

Map pinSEWELL, NJ
Phone6462905660
NotebookSEC #801-78797
Total AUM
$438.9M
Employees
4
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 EGG HARBOR RD UNIT 506
SEWELL
NJ 08080
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
6462905660

ReceiptFinancials

Total AUM
$438.9M
Accounts
322
Discretionary
$104.4M
Accounts
71
Non-Discretionary
$334.5M
Accounts
251

ContactClients

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Individual Clients
36
AUM
$9.3M
HNW Individual Clients
54
AUM
$395.5M
Charitable Organization Clients
11
AUM
$33.4M
Corporation or Business Clients
1
AUM
$725.1K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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