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SUTTON PLACE INVESTORS LLC

UUIDc811a760-0aca-511a-b668-6725cdd5db12
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 298989 298989 1.0
sec_file_number 801-114219 801-114219

Profile

Websitehttps://www.linkedin.com/company/settannifinancial
HQ CityARMONK
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • SETTANNI FINANCIAL LLC adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)336,786,863.0
  • RAUM (discretionary)297,202,594.0
  • Actionable assets298,033,312.0
  • Accounts417.0

Institutional Clients

  • Government AUM
  • Pension AUM3,506,837.0
  • Charitable AUM26,880,046.0
  • HNW AUM245,403,463.0

As of 2025-07-22 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.