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FIRM PROFILE
Overview
ALBANY STREET INVESTMENT MANAGER, LLLP is located at 250 Vesey Street 3rd Floor, New York, NY 10281. ALBANY STREET INVESTMENT MANAGER, LLLP 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 ALBANY STREET INVESTMENT MANAGER, LLLP’s clients are individuals and 0% of their clients are high net worth individuals. ALBANY STREET INVESTMENT MANAGER, LLLP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ALBANY STREET INVESTMENT MANAGER, LLLP 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 ALBANY STREET INVESTMENT MANAGER, LLLP‘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 ALBANY STREET INVESTMENT MANAGER, LLLP. 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 ALBANY STREET INVESTMENT MANAGER, LLLP Comes From
Understanding the Statistics for ALBANY STREET INVESTMENT MANAGER, LLLP and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
250 Vesey Street 3rd Floor, New York, NY 10281
(212) 651-4514
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| ALBANY STREET IM GROUP, LLLP | LIMITED PARTNER | 04/2021 | |
| ALBANY STREET INVESTMENT MANAGER GP, LLC | GENERAL PARTNER | 04/2021 | |
| LIU, TIEN-FU | CHIEF COMPLIANCE OFFICER | 08/2021 | 5101440 |
| DIETERICH, JAMES, BRIAN | OPERATING COMMITTEE MEMBER OF GENERAL PARTNER | 08/2021 | 3073206 |
| Brown, Ariel | OPERATING COMMITTEE MEMBER OF GENERAL PARTNER | 08/2021 | 5933154 |
| KULKIN, JOSHUA, BEN | OPERATING COMMITTEE MEMBER OF GENERAL PARTNER | 08/2021 | 4711626 |
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Advisor's working at ALBANY STREET INVESTMENT MANAGER, LLLP
Donald Devitto
Michael Scott Aves
Phillip Bruce Smith III
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