HORACE JAMES CAULKINS
Legal name: FINANCIAL INSTITUTIONS RETIREMENT FUND/PENTEGRA GROUP
CRD #112645 SEC #801-16050 WHITE PLAINS, NY 914-694-1300
SEC Registered
Total AUM
$1.8B
Discretionary
$506M
Employees
51
Clients
--
Accounts
2
Firm Details
- Organization Type
- Other (specify) (PENSION TRUST)
- State of Formation
- --
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Aug 3, 2001
- 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 |
|---|---|---|---|---|
| FINANCIAL INSTITUTIONS RETIREMENT FUND | DE | PENSION TRUST | E | Control |
Registrations
Federal
IA
Aug 3, 2001 REGISTERED
Address
108 CORPORATE PARK DRIVEWHITE PLAINS, NY 10604
USA
Phone: 914-694-1300