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| Twenty-First Tailored Solutions Inc
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| |
|---|---|
| CRD # | 158381 |
| SEC # | 801-72603 |
| CIK # | |
| AUM | $459.7 MM (2024-01-22) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 914-589-6152 |
| Address | 143 Country Ridge Road Scarsdale, NY 10583 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 22 | 198.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 145.0 |
| (n) Other | 31 | 116.0 |
| Total | 61 | 459.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 61 | 459.7 |
| Total | 61 | 459.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 459.7 | |
| Total | 61 | 459.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tanglewood Legacy Advisors LLC
✚
|
TX | 0.5 |
|
Resource Financial Group Ltd
✚
|
IL | 0.5 |
|
Jackson Grant Investment Advisers Inc
✚
|
CT | 0.5 |
|
GEM Asset Management LLC
✚
|
MI | 0.5 |
|
Atlas Capital Management Corp
✚
|
IN | 0.5 |
|
Walter C Flower & Co Inc
✚
|
LA | 0.5 |
|
Diversify Wealth Management LLC
✚
|
UT | 0.5 |
|
Arjuna Capital LLC
✚
|
NC | 0.5 |
|
Clark Asset Management LLC
✚
|
NH | 0.5 |
|
Volaris Capital Management LLC
✚
|
NJ | 0.5 |