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Joline Leibowitz Stemerman

CONATUS CAPITAL MANAGEMENT LP·GREENWICH, Connecticut
Clean recordCONATUS CAPITAL MANAGEMENT LP
TWO GREENWICH PLAZA, GREENWICH, CT 06830CRD# 6318343Firm CRD# 157701

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joline Leibowitz Stemerman · GREENWICH, CT
Registration
CRD #6318343 · CONATUS CAPITAL MANAGEMENT LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joline Leibowitz Stemerman is a registered financial advisor based in GREENWICH, Connecticut, affiliated with CONATUS CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CONATUS CAPITAL MANAGEMENT LP
CONATUS CAPITAL MANAGEMENT LP
AUM
$1.9B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at CONATUS CAPITAL MANAGEMENT LP →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6318343
Firm CRD# 157701
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joline Leibowitz Stemerman offer?
Joline Leibowitz Stemerman specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.
What are Joline Leibowitz Stemerman's credentials?
Joline Leibowitz Stemerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joline Leibowitz Stemerman located?
Joline Leibowitz Stemerman is based in GREENWICH, Connecticut, working with CONATUS CAPITAL MANAGEMENT LP. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Joline Leibowitz Stemerman charge for services?
Joline Leibowitz Stemerman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONATUS CAPITAL MANAGEMENT LP?
CONATUS CAPITAL MANAGEMENT LP has approximately 25 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONATUS CAPITAL MANAGEMENT LP

David Jack Tompkins
GREENWICH, CT
David Kenneth Selvers
GREENWICH, CT
James Severino Cimador
GREENWICH, CT
Jonathan Jen-Yi Liew
GREENWICH, CT
Julie Ann Trent
GREENWICH, CT
Justin Daniel Galen
GREENWICH, CT

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Nearby cities in Connecticut
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Research
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