RIA Intelligence

POSITIVE SUM ADVISORS LLC

CRD #324219 SEC #802-127156 GREENWICH, CT (210) 857-8557
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Feb 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
O'SHAUGHNESSY, PATRICK, WALKERICHIEF EXECUTIVE OFFICERE Control
O'SHAUGHNESSY, PATRICK, WALKERICHIEF EXECUTIVE OFFICERE Control
O'SHAUGHNESSY, PATRICK, WALKERICHIEF EXECUTIVE OFFICERE Control
O'SHAUGHNESSY, PATRICK, WALKERICHIEF EXECUTIVE OFFICERE Control
CATES, SAMUEL, BLAKEIMANAGING DIRECTORB
CATES, SAMUEL, BLAKEIMANAGING DIRECTORB
CATES, SAMUEL, BLAKEIMANAGING DIRECTORB
CATES, SAMUEL, BLAKEIMANAGING DIRECTORB

Registrations

Federal

ERA
Feb 28, 2025 REGISTERED

Address

47 ARCH STREET
GREENWICH, CT 06830-6512
United States
Phone: (210) 857-8557