SUTTON PLACE INVESTORS LLC
Legal name: SETTANNI FINANCIAL LLC
CRD #298989 SEC #801-114219 ARMONK, NY (914) 767-0974
SEC Registered
Total AUM
$336.8M
Discretionary
$297.2M
Employees
5
Clients
10
Accounts
417
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $336.8M | $297.2M | $39.6M | 5 | 0 |
| Mar 2025 | $336.8M | $297.2M | $39.6M | 5 | 0 |
| Apr 2024 | $230.8M | $227.7M | $3.2M | 5 | 0 |
| Jan 2024 | $230.8M | $227.7M | $3.2M | 5 | 0 |
| Dec 2023 | $200.6M | $197.3M | $3.3M | 4 | 0 |
| Oct 2023 | $200.6M | $197.3M | $3.3M | 4 | 0 |
| Oct 2023 | $200.6M | $197.3M | $3.3M | 4 | 0 |
| Aug 2023 | $200.6M | $197.3M | $3.3M | 4 | 0 |
| May 2023 | $200.6M | $197.3M | $3.3M | 4 | 0 |
| Mar 2023 | $200.6M | $197.3M | $3.3M | 4 | 0 |
| Mar 2023 | $200.6M | $197.3M | $3.3M | 4 | 0 |
| Jun 2022 | $194.5M | $191.1M | $3.3M | 3 | 0 |
| Mar 2022 | $194.5M | $191.1M | $3.3M | 3 | 0 |
| Nov 2021 | $180.6M | $177.6M | $3M | 3 | 0 |
| Mar 2021 | $180.6M | $177.6M | $3M | 3 | 0 |
| Oct 2020 | $129.5M | $129.5M | $0 | 4 | 0 |
| Sep 2020 | $129.5M | $129.5M | $0 | 4 | 0 |
| Jun 2020 | $129.5M | $129.5M | $0 | 4 | 0 |
| Mar 2020 | $129.5M | $129.5M | $0 | 4 | 0 |
| Mar 2019 | $106.3M | $106.3M | $0 | 3 | 0 |
| Oct 2018 | $0 | $0 | $0 | 3 | 0 |
| Oct 2018 | $0 | $0 | $0 | 3 | 0 |
| Sep 2018 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$336.8M
Discretionary$297.2M
Non-Disc.$39.6M
Employees5
Clients0
DateMar 2025
Total AUM$336.8M
Discretionary$297.2M
Non-Disc.$39.6M
Employees5
Clients0
DateApr 2024
Total AUM$230.8M
Discretionary$227.7M
Non-Disc.$3.2M
Employees5
Clients0
DateJan 2024
Total AUM$230.8M
Discretionary$227.7M
Non-Disc.$3.2M
Employees5
Clients0
DateDec 2023
Total AUM$200.6M
Discretionary$197.3M
Non-Disc.$3.3M
Employees4
Clients0
DateOct 2023
Total AUM$200.6M
Discretionary$197.3M
Non-Disc.$3.3M
Employees4
Clients0
DateOct 2023
Total AUM$200.6M
Discretionary$197.3M
Non-Disc.$3.3M
Employees4
Clients0
DateAug 2023
Total AUM$200.6M
Discretionary$197.3M
Non-Disc.$3.3M
Employees4
Clients0
DateMay 2023
Total AUM$200.6M
Discretionary$197.3M
Non-Disc.$3.3M
Employees4
Clients0
DateMar 2023
Total AUM$200.6M
Discretionary$197.3M
Non-Disc.$3.3M
Employees4
Clients0
DateMar 2023
Total AUM$200.6M
Discretionary$197.3M
Non-Disc.$3.3M
Employees4
Clients0
DateJun 2022
Total AUM$194.5M
Discretionary$191.1M
Non-Disc.$3.3M
Employees3
Clients0
DateMar 2022
Total AUM$194.5M
Discretionary$191.1M
Non-Disc.$3.3M
Employees3
Clients0
DateNov 2021
Total AUM$180.6M
Discretionary$177.6M
Non-Disc.$3M
Employees3
Clients0
DateMar 2021
Total AUM$180.6M
Discretionary$177.6M
Non-Disc.$3M
Employees3
Clients0
DateOct 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0