PRESWICK CAPITAL MANAGEMENT, LLC
CRD #112067 SEC #801-57106 MEDIA, PA 610-565-3463
SEC Registered
Total AUM
$105M
Discretionary
$105M
Employees
5
Clients
51
Accounts
450
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 24, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CURTIS FINANCIAL ADVISORS, LLC | DE | MEMBER | E | Control |
| CURTIS FINANCIAL ADVISORS, LLC | DE | MEMBER | E | Control |
| CURTIS FINANCIAL ADVISORS, LLC | DE | MEMBER | E | Control |
| CURTIS FINANCIAL ADVISORS, LLC | DE | MEMBER | E | Control |
| CURTIS FINANCIAL ADVISORS, LLC | DE | MEMBER | E | Control |
| CURTIS FINANCIAL ADVISORS, LLC | DE | MEMBER | E | Control |
| CURTIS FINANCIAL ADVISORS, LLC | DE | MEMBER | E | Control |
| GAMBACORTA, ANTHONY, J | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| GAMBACORTA, ANTHONY, J | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| GAMBACORTA, ANTHONY, J | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| GAMBACORTA, ANTHONY, J | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| GAMBACORTA, ANTHONY, J | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| GAMBACORTA, ANTHONY, J | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
| GAMBACORTA, ANTHONY, J | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ORLANDO, FRANK | I | CURTIS FINANCIAL ADVISORS, LLC | E | Control |
| ORLANDO, FRANK | I | CURTIS FINANCIAL ADVISORS, LLC | E | Control |
| ORLANDO, FRANK | I | CURTIS FINANCIAL ADVISORS, LLC | E | Control |
| ORLANDO, FRANK | I | CURTIS FINANCIAL ADVISORS, LLC | E | Control |
| ORLANDO, FRANK | I | CURTIS FINANCIAL ADVISORS, LLC | E | Control |
| ROBERT, CIARUFFOLI | I | CURTIS FINANCIAL ADVISORS, LLC | E | Control |
| ROBERT, CIARUFFOLI | I | CURTIS FINANCIAL ADVISORS, LLC | E | Control |
| ROBERT, CIARUFFOLI | I | CURTIS FINANCIAL ADVISORS, LLC | E | Control |
| ROBERT, CIARUFFOLI | I | CURTIS FINANCIAL ADVISORS, LLC | E | Control |
| ROBERT, CIARUFFOLI | I | CURTIS FINANCIAL ADVISORS, LLC | E | Control |
| ORLANDO, FRANK, PETER | I | CURTIS FINANCIAL ADVISORS, LLC | D | Control |
| ORLANDO, FRANK, PETER | I | CURTIS FINANCIAL ADVISORS, LLC | D | Control |
Registrations
Federal
IA
Jan 24, 2007 REGISTERED
Notice Filings (5)
DE FL NJ NY PA
Address
1400 NORTH PROVIDENCE ROAD, SUITE 1080MEDIA, PA 19063
USA
Phone: 610-565-3463