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| Twenty-First Tailored Solutions Inc
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| |
|---|---|
| CRD # | 158381 |
| SEC # | 801-72603 |
| CIK # | |
| AUM | $450.2 M (2025-01-16) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 914-589-6152 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 22 | 208.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 135.3 |
| (n) Other | 27 | 106.3 |
| Total | 56 | 450.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 56 | 450.2 |
| Total | 56 | 450.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 450.2 | |
| Total | 56 | 450.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Designs Corporation
✚
|
CA | 0.5 |
|
Quantitative Process LLC
✚
|
NC | 0.5 |
|
The Cavanaugh Group Inc
✚
|
SC | 0.5 |
|
Peak Financial Management Inc
✚
|
MA | 0.5 |
|
Pension & Wealth Management Advisors Inc
✚
|
MA | 0.5 |
|
Montgomery Investment Management Inc
✚
|
MD | 0.5 |
|
Legacy Financial Independent Advisors LLC
✚
|
KY | 0.5 |
|
Carl P Sherr & Co LLC
✚
|
MA | 0.5 |
|
DST Wealth Management LLC
✚
|
CA | 0.4 |
|
Matson Financial Advisors Inc
✚
|
CT | 0.4 |