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Tribeca Financial LLC
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CRD # | 113245 |
SEC # | 801-60441 |
CIK # | |
AUM | $144.8 MM (2023-03-30) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 480-553-6247 |
Address | 2812 N Norwalk Mesa, AZ 85215 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 151 | 29.6 |
(b) Individuals (high net worth individuals) | 42 | 86.4 |
(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 | 0 | 0.0 |
(g) Pension and profit sharing plans | 3 | 5.7 |
(h) Charitable organizations | 1 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 5 | 3.4 |
(k) Insurance companies | 5 | 1.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 12 | 18.6 |
(n) Other | 0 | 0.0 |
Total | 469 | 144.8 |
By Discretionary | ||
Discretionary | 273 | 89.1 |
Non-Discretionary | 196 | 55.8 |
Total | 469 | 144.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 144.8 | |
Total | 469 | 144.8 |
Limited Partners | 2011 - 2023 |
---|---|
New York State and Local Retirement System | |
New York State Common Retirement Fund |
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CA | 0.1 |
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MA | 0.1 |
Flying Point Financial Inc
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MA | 0.1 |
Greenshields Capital LLC
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CA | 0.1 |
Aspirean Wealth LLC
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CA | 0.1 |
Capital Portfolio Management LLC
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KS | 0.1 |
Higgins & Schmidt Wealth Strategies LLC
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CO | 0.1 |
Andrew Hill Investment Advisors Inc
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FL | 0.1 |
The Heaton Hoppes Group LLC
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IA | 0.1 |
Capital Developers LLC
✚
|
NC | 0.1 |