COMRIE FAMILY OFFICE LLC
Legal name: COMRIE WEALTH MANAGEMENT
CRD #173546 SEC #801-80603 NEW YORK, NY 212-850-4284
SEC Registered
Total AUM
$85.6M
Discretionary
$85.6M
Employees
8
Clients
0
Accounts
8
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 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 |
|---|---|---|---|---|
| COMRIE, MICHAEL | I | PRESIDENT | NA | Control |
| COMRIE, MICHAEL, WILLIAM | I | PRESIDENT | NA | Control |
| COMRIE, MICHAEL, WILLIAM | I | PRESIDENT | NA | Control |
| COMRIE, MICHAEL, WILLIAM | I | PRESIDENT | NA | Control |
| COMRIE, MICHAEL, WILLIAM | I | PRESIDENT | 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 | |
| HPM PARTNERS LLC | DE | MEMBER | E | Control |
| HPM PARTNERS LLC | DE | MEMBER | E | Control |
| HPM PARTNERS LLC | DE | MEMBER | E | Control |
| HPM PARTNERS LLC | DE | MEMBER | E | Control |
| HPM PARTNERS LLC | DE | MEMBER | E | Control |
| COMRIE WEALTH MANAGEMENT INC. | DE | MEMBER | C | Control |
| COMRIE WEALTH MANAGEMENT INC. | DE | MEMBER | C | Control |
| COMRIE WEALTH MANAGEMENT INC. | DE | MEMBER | C | Control |
| COMRIE WEALTH MANAGEMENT INC. | DE | MEMBER | C | Control |
| COMRIE WEALTH MANAGEMENT INC. | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEONARD, IRVIN, ALAN | I | HPM PARTNERS LLC | F | Control |
| LEONARD, IRVIN, ALAN | I | HPM PARTNERS LLC | F | Control |
| LEONARD, IRVIN, ALAN | I | HPM PARTNERS LLC | F | Control |
| LEONARD, IRVIN, ALAN | I | HPM PARTNERS LLC | F | Control |
| LEONARD, IRVIN, ALAN | I | HPM PARTNERS LLC | F | Control |
| MILSTEIN, HOWARD, P. | I | PAUL MILSTEIN 1998 REVOCABLE TRUST | F | Control |
| MILSTEIN, HOWARD, P. | I | PAUL MILSTEIN 1998 REVOCABLE TRUST | F | Control |
| MILSTEIN, HOWARD, P. | I | PAUL MILSTEIN 1998 REVOCABLE TRUST | F | Control |
| MILSTEIN, IRMA | I | PAUL MILSTEIN 1998 REVOCABLE TRUST | F | Control |
| MILSTEIN, IRMA | I | PAUL MILSTEIN 1998 REVOCABLE TRUST | F | Control |
| MILSTEIN, IRMA | I | PAUL MILSTEIN 1998 REVOCABLE TRUST | F | Control |
| MISCINSKI, KURT, PATRICK | I | HPM PARTNERS LLC | F | Control |
| MISCINSKI, KURT, PATRICK | I | HPM PARTNERS LLC | F | Control |
| MISCINSKI, KURT, PATRICK | I | HPM PARTNERS LLC | F | Control |
| MISCINSKI, KURT, PATRICK | I | HPM PARTNERS LLC | F | Control |
| MISCINSKI, KURT, PATRICK | I | HPM PARTNERS LLC | F | Control |
| COMRIE, MICHAEL | I | COMRIE WEALTH MANAGEMENT INC. | E | Control |
| COMRIE, MICHAEL, WILLIAM | I | COMRIE WEALTH MANAGEMENT INC. | E | Control |
| COMRIE, MICHAEL, WILLIAM | I | COMRIE WEALTH MANAGEMENT INC. | E | Control |
| COMRIE, MICHAEL, WILLIAM | I | COMRIE WEALTH MANAGEMENT INC. | E | Control |
| COMRIE, MICHAEL, WILLIAM | I | COMRIE WEALTH MANAGEMENT INC. | 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 |
| EMIGRANT BANCORP | DE | EMIGRANT BANK | 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 |
| 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 29, 2016 REGISTERED
Notice Filings (1)
CA
Address
6 EAST 43RD STREETNEW YORK, NY 10017
United States
Phone: 212-850-4284