RIA Intelligence

GEEWAX + PARTNERS, LLC

CRD #146675 SEC #801-68935 WEST GROVE, PA 1-888-433-9297
SEC Registered
Total AUM
$150.3M
Discretionary
$150.3M
Employees
5
Clients
0
Accounts
7

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 23, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PUTHENANGADI, JOEPAULIDIRECTOR OF RESEARCHNA
PUTHENANGADI, JOEPAULIDIRECTOR OF RESEARCHNA
GEEWAX, JOHN, JULIUSICIO, CHIEF COMPLIANCE OFFICERE Control
GEEWAX, JOHN, JULIUSICIO, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 23, 2009 REGISTERED

Address

129 HICKS ROAD
WEST GROVE, PA 19390
United States
Phone: 1-888-433-9297