$30MM AUM | $260,000 GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
New York, NY, US
Fee 0% Commission 100%
$260,000
Gross Revenue
35
# of Accounts
50
Avg Client Age
Overview

NY Registered RIA. $30mm in AUM, very sticky. Build individual stock portfolios in large-cap value style. Trained as mutual-fund analyst at Sanford Bernstein, Baron Capital and Davis New York Venture Funds. Small LP.

Extended Profile Information

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