PENSION ARCHITECTS ADVISORY GROUP LLC
CRD #168860 SEC #801-78570 NEW YORK, NY 212-850-4284
SEC Registered
Total AUM
$412.5M
Discretionary
$120.3M
Employees
6
Clients
0
Accounts
42
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2016
- 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 |
|---|---|---|---|---|
| MISCINSKI, KURT, PATRICK | I | MANAGER | NA | Control |
| MISCINSKI, KURT, PATRICK | I | MANAGER | NA | Control |
| MISCINSKI, KURT, PATRICK | I | MANAGER | NA | Control |
| MISCINSKI, KURT, PATRICK | I | MANAGER | NA | Control |
| MISCINSKI, KURT, PATRICK | I | MANAGER | NA | Control |
| SECO, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SECO, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SECO, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SECO, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SECO, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PENSION ARCHITECTS | DE | MEMBER | D | Control |
| PENSION ARCHITECTS | DE | MEMBER | D | Control |
| PENSION ARCHITECTS | DE | MEMBER | D | Control |
| PENSION ARCHITECTS | DE | MEMBER | D | Control |
| PENSION ARCHITECTS | DE | MEMBER | D | Control |
| STEELE, PHILIP, EDWARD | I | PRESIDENT | C | Control |
| STEELE, PHILIP, EDWARD | I | PRESIDENT | C | Control |
| STEELE, PHILIP, EDWARD | I | PRESIDENT | C | Control |
| STEELE, PHILIP, EDWARD | I | PRESIDENT | C | Control |
| STEELE, PHILIP, EDWARD | I | PRESIDENT | C | Control |
| STEELE, SHARON | I | MEMBER | C | Control |
| STEELE, SHARON | I | MEMBER | C | Control |
| STEELE, SHARON | I | MEMBER | C | Control |
| STEELE, SHARON | I | MEMBER | C | Control |
| STEELE, SHARON | I | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EMIGRANT BANCORP | DE | EMIGRANT BANK | E | Control |
| EMIGRANT BANCORP | DE | EMIGRANT BANK | E | Control |
| EMIGRANT BANCORP | DE | EMIGRANT BANK | E | Control |
| EMIGRANT BANCORP | DE | EMIGRANT BANK | E | Control |
| EMIGRANT BANCORP | DE | EMIGRANT BANK | E | Control |
| HPM PARTNERS LLC | DE | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | E | Control |
| HPM PARTNERS LLC | DE | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | E | Control |
| HPM PARTNERS LLC | DE | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | E | Control |
| HPM PARTNERS LLC | DE | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | E | Control |
| HPM PARTNERS LLC | DE | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | E | Control |
| NEW YORK PRIVATE BANK AND TRUST CORPORATION | DE | EMIGRANT BANCORP | E | Control |
| NEW YORK PRIVATE BANK AND TRUST CORPORATION | DE | EMIGRANT BANCORP | E | Control |
| NEW YORK PRIVATE BANK AND TRUST CORPORATION | DE | EMIGRANT BANCORP | E | Control |
| NEW YORK PRIVATE BANK AND TRUST CORPORATION | DE | EMIGRANT BANCORP | E | Control |
| NEW YORK PRIVATE BANK AND TRUST CORPORATION | DE | EMIGRANT BANCORP | E | Control |
| PAUL MILSTEIN 1998 REVOCABLE TRUST | DE | NEW YORK PRIVATE BANK AND TRUST CORPORATION | E | Control |
| PAUL MILSTEIN 1998 REVOCABLE TRUST | DE | NEW YORK PRIVATE BANK AND TRUST CORPORATION | E | Control |
| PAUL MILSTEIN 1998 REVOCABLE TRUST | DE | NEW YORK PRIVATE BANK AND TRUST CORPORATION | E | Control |
| PAUL MILSTEIN 1998 REVOCABLE TRUST | DE | NEW YORK PRIVATE BANK AND TRUST CORPORATION | E | Control |
| PAUL MILSTEIN 1998 REVOCABLE TRUST | DE | NEW YORK PRIVATE BANK AND TRUST CORPORATION | E | Control |
| EMIGRANT BANK | DE | HPM PARTNERS LLC | D | Control |
| EMIGRANT BANK | DE | HPM PARTNERS LLC | D | Control |
| EMIGRANT BANK | DE | HPM PARTNERS LLC | D | Control |
| EMIGRANT BANK | DE | HPM PARTNERS LLC | D | Control |
| EMIGRANT BANK | DE | HPM PARTNERS LLC | D | Control |
Registrations
Federal
IA
Mar 28, 2016 REGISTERED
Notice Filings (1)
CA
Address
6 EAST 43RD STREETNEW YORK, NY 10017
United States
Phone: 212-850-4284