|
⚲
|
| Rosenblatt Global Advisors LLC
✚
|
|
|---|---|
| CRD # | 311654 |
| SEC # | 801-119946 |
| CIK # | |
| AUM | $8.9 MM (2023-02-13) |
| Employees | 5 (20% Investors, 80% Brokers) |
| Phone | 212-607-3100 |
| Address | 40 Wall Street New York, NY 10005-1304 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 8.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 8.9 |
| By Discretionary | ||
| Discretionary | 1 | 8.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 8.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.9 | |
| Total | 1 | 8.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TEMA Global Limited
✚
|
0.0 | |
|
Lifegoal Investments LLC
✚
|
NY | 0.0 |
|
as Trigon Asset Management
✚
|
0.0 | |
|
CNL Strategic Asset Management LLC
✚
|
FL | 0.0 |
|
Thematic Investments LLC
✚
|
KS | 0.0 |
|
Safeguard Asset Management LLC
✚
|
PA | 0.0 |
|
Neos Investment Management LLC
✚
|
CT | 0.0 |
|
Stonecastle Asset Management LLC
✚
|
NY | 0.0 |
|
SOFI Capital Advisors LLC
✚
|
CA | 0.0 |
|
Ryan Heritage LLP
✚
|
NJ | 0.0 |