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Building 2EDINBURGH PARTNERS NORTH AMERICA

Map pinWEST PALM BEACH, FL
Phone561-282-1250
NotebookSEC #801-80377
Total AUM
$180.6M
Employees
3
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
CITYPLACE TOWER
525 OKEECHOBEE BOULEVARD
WEST PALM BEACH
FL 33401
United States
Operating Hours
9.00AM TO 5.00PM
Monday - Friday
Phone
561-282-1250
Other Offices
1

ReceiptFinancials

Total AUM
$180.6M
Accounts
4
Discretionary
$3.7M
Accounts
1
Non-Discretionary
$176.9M
Accounts
3

ContactClients

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Pooled Vehicle Clients
4
AUM
$180.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
TRANSFER PRICING METHOD BASED ON RESIDUAL PROFIT AS PART OFGROUP

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

HandshakeAffiliates

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Affiliates
Reported 39 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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