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FIRM PROFILE
Overview
N.A. INVESTCORP LLC is located at 280 Park Avenue, 39th Floor, New York, NY 10017 and was first established at New York, Delaware in 11/23/2004. After operating for 21 years, N.A. INVESTCORP LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of N.A. INVESTCORP LLC’s clients are individuals and 0% of their clients are high net worth individuals. N.A. INVESTCORP LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at N.A. INVESTCORP LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access N.A. INVESTCORP LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at N.A. INVESTCORP LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for N.A. INVESTCORP LLC Comes From
Understanding the Statistics for N.A. INVESTCORP LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
280 Park Avenue 39th Floor, New York, NY, 10017
280 Park Avenue 39th Floor, New York, NY, 10017
Small
(212) 599-4700
Delaware since 11/23/2004
Limited Liability Company
June
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| INVESTCORP INTERNATIONAL HOLDINGS, INC. | SHAREHOLDER | ||
| GOLDCHAIN, SCOTT DAVID | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 3276936 | |
| MURPHY, BRIAN JOSEPH | SECRETARY | 1720020 | |
| QASIMI, SAMI | CHIEF COMPLIANCE OFFICER | 5640450 | |
| SHEA, PATRICK OFARRELL | HEAD OF INVESTMENT BANKING, FINANCIAL AND OPERATIONAL PRINCIPAL | 838154 |
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Advisor's working at N.A. INVESTCORP LLC
Sirisha Kurada
Brian Joseph Murphy
Mihir Kothari
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