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Benjamin Alan Posen

FELICITAS GLOBAL PARTNERS, LLC·PASADENA, California
Unclaimed Profile
65 NORTH RAYMOND AVENUE, PASADENA, CA 91103CRD# 2319219Firm CRD# 292411
01

About

Benjamin Alan Posen is a registered financial advisor based in PASADENA, California, affiliated with FELICITAS GLOBAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
FELICITAS GLOBAL PARTNERS, LLC
FELICITAS GLOBAL PARTNERS, LLC
AUM
$819M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at FELICITAS GLOBAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2319219
Firm CRD# 292411
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Alan Posen offer?
Benjamin Alan Posen specializes in Investment Management, Retirement Planning. Contact their office in PASADENA, California for a consultation.
What are Benjamin Alan Posen's credentials?
Benjamin Alan Posen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Alan Posen located?
Benjamin Alan Posen is based in PASADENA, California, working with FELICITAS GLOBAL PARTNERS, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Benjamin Alan Posen charge for services?
Benjamin Alan Posen's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FELICITAS GLOBAL PARTNERS, LLC?
FELICITAS GLOBAL PARTNERS, LLC has approximately 12 employees and manages $819M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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