RIA Intelligence

INTEGRATED PORTFOLIO INTELLIGENCE LLC

CRD #304744 SEC #801-119418 NEW YORK, NY 212-710-6154
SEC Registered Exempt Reporting Private Funds
Total AUM
$52.9M
Discretionary
$52.9M
Employees
4
Clients
--
Accounts
4

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 10, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANDREWS, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
ANDREWS, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
ANDREWS, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
ANDREWS, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
VASSERMAN, NICKIMANAGING MEMBER / MANAGERE Control
VASSERMAN, NICKIMEMBER/MANAGERE Control
VASSERMAN, NICKIMEMBER/MANAGERE Control
VASSERMAN, NICKIMANAGING MEMBER / MANAGERE Control

Registrations

Federal

IA
Aug 10, 2020 REGISTERED
ERA
Aug 10, 2020 REGISTERED

Address

200 PARK AVENUE
SUITE 1700
NEW YORK, NY 10166
United States
Phone: 212-710-6154