JTF PRIVATE WEALTH MANAGEMENT, LLC
CRD #157370 SEC #802-76938 NEW YORK, NY 800-257-1537
State Registered Exempt Reporting Private Funds
Total AUM
$6.7M
Discretionary
$6.7M
Employees
1
Clients
0
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 17, 2012
- 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 |
|---|---|---|---|---|
| MALLIOS, DEMETRIOS | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLIOS, DEMETRIOS | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLIOS, DEMETRIOS | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWARD, RUSSELL, JAMES | I | ELECTED MANAGER | NA | Control |
| STEWARD, RUSSELL, JAMES | I | ELECTED MANAGER | NA | Control |
| STEWARD, RUSSELL, JAMES | I | ELECTED MANAGER | NA | Control |
| URBEALIS, RICHARD, CHARLES | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| URBEALIS, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| URBEALIS, RICHARD, CHARLES | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| URBEALIS, RICHARD, CHARLES | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ATB HOLDINGS II LLC | DE | MEMBER | E | Control |
| ATB HOLDINGS II LLC | DE | MEMBER | E | Control |
| ATB HOLDINGS III LLC | DE | MEMBER | E | Control |
| ATB HOLDINGS III LLC | DE | MEMBER | E | Control |
| ATB HOLDINGS III LLC | DE | MEMBER | E | Control |
| ATB HOLDINGS III LLC | DE | MEMBER | E | Control |
| ATB HOLDINGS III LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BELESIS, ANASTASIOS, P | I | ATB HOLDINGS III LLC | E | Control |
| BELESIS, ANASTASIOS, P | I | ATB HOLDINGS II LLC | E | Control |
| BELESIS, ANASTASIOS, P | I | ATB HOLDINGS II LLC | E | Control |
| BELESIS, ANASTASIOS, P | I | ATB HOLDINGS III LLC | E | Control |
| BELESIS, ANASTASIOS, P | I | ATB HOLDINGS III LLC | E | Control |
| BELESIS, ANASTASIOS, P | I | ATB HOLDINGS III LLC | E | Control |
| BELESIS, GEORGE | I | ATB HOLDINGS III LLC | E | Control |
Registrations
Federal
ERA
Jul 17, 2012 REGISTERED
Notice Filings (3)
CT NJ NY
Address
14 WALL STREET23RD FLOOR
NEW YORK, NY 10005
United States
Phone: 800-257-1537