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FIRM PROFILE
Overview
ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC is located at 250 West 55th Street 11th Floor, New York, NY 10019-7639. ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC Comes From
Understanding the Statistics for ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
250 West 55th Street 11th Floor, New York, NY 10019-7639
(212) 658-0732
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| ORTHOGON GROUP, LLC | MEMBER | 12/2015 | |
| GANTI, RISHI | SENIOR MANAGEMENT | 08/2015 | 4270816 |
| SEVERINO, DOMINIQUE, BLYTHE | SENIOR MANAGEMENT | 03/2017 | 6469042 |
| LAVELLE, JAMES, DAVID | SENIOR MANAGEMENT | 08/2018 | 5551384 |
| BELUSIC, BRANKO | SENIOR MANAGEMENT | 08/2015 | 2989519 |
| LEE, BRIAN, SEUNG HUN | SENIOR MANAGEMENT | 08/2015 | 5558426 |
| GOLDEN, MAHIN, BOOTH | CHIEF COMPLIANCE OFFICER | 01/2023 | 4990268 |
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Advisor's working at ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC
Burke Alexander Lodge
Sungmin Ryan Park
John Leonard Lappin
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