RIA Intelligence

BOTREE INVESTMENTS, LLC

CRD #124780 SEC #801-61744 PRINCETON, NJ 609-514-0035
SEC Registered
Total AUM
$513M
Discretionary
$13M
Employees
5
Clients
10
Accounts
25

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 6, 2003
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HONG, AUGUSTINE, SUNG CHUNIMANAGING PRINCIPALD Control
SOOD, MUNISHIMANAGING PRINCIPALD Control

Registrations

Federal

IA
Oct 6, 2003 REGISTERED

Notice Filings (5)

CA FL GA NJ NY

Address

700 ALEXANDER PARK
SUITE 302
PRINCETON, NJ 8540
USA
Phone: 609-514-0035