Unclaimed Profile

Benjamin Alan Posen

FELICITAS GLOBAL PARTNERS, LLC·PASADENA, California

Clean recordFELICITAS GLOBAL PARTNERS, LLC

65 NORTH RAYMOND AVENUE, PASADENA, CA 91103CRD# 2319219Firm CRD# 292411

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Alan Posen · PASADENA, CA

Registration

CRD #2319219 · FELICITAS GLOBAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FELICITAS GLOBAL PARTNERS, LLC

AUM

$819M

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2319219

Firm CRD# 292411

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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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