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Building 2FORMATION CAPITAL

Map pinATLANTA, GA
Phone770-754-9660
NotebookSEC #801-80200
Total AUM
$496.4M
Employees
14
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3550 LENOX ROAD NE
FL 21 #6345
ATLANTA
GA 30326
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
770-754-9660
Other Offices
1

ReceiptFinancials

Total AUM
$496.4M
Accounts
2
Discretionary
$496.4M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$496.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges 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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