|
⚲
|
| Harrison Fiduciary Group LLC
✚
|
|
|---|---|
| CRD # | 155845 |
| SEC # | 801-110949 |
| CIK # | |
| AUM | $605.0 MM (2023-03-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 212-537-4722 |
| Address | 45 Rockefeller Plaza New York, NY 10111 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 605.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 605.0 |
| By Discretionary | ||
| Discretionary | 5 | 605.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 605.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.0 | |
| Total | 5 | 605.0 |
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|---|---|---|
|
Bow Capital Management LLC
✚
|
CA | 0.6 |
|
Lateral Investment Management LLC
✚
|
CA | 0.6 |
|
BMO Capital Markets Corp
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|
NY | 0.6 |
|
Jocassee Quantitative LLC
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|
VA | 0.6 |
|
Unofficial Management Inc
✚
|
NY | 0.6 |
|
Foundation Energy Management LLC
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|
TX | 0.6 |
|
Formula Growth Management Corp
✚
|
NY | 0.6 |
|
Volofin Capital Management US LLC
✚
|
NY | 0.6 |
|
Darwin Ventures LLC
✚
|
CA | 0.6 |
|
StepStone Group Private Wealth LLC
✚
|
NC | 0.6 |