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Jose Carlos Gonzalez Navarro

THEMES MANAGEMENT COMPANY LLC·GREENWICH, Connecticut
SIE, Series 7, Series 24, Series 63Clean recordTHEMES MANAGEMENT COMPANY LLC
34 EAST PUTNAM AVENUE, SUITE 112, GREENWICH, CT 06830CRD# 4346462Firm CRD# 323861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jose Carlos Gonzalez Navarro · GREENWICH, CT
Registration
CRD #4346462 · THEMES MANAGEMENT COMPANY LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
THEMES MANAGEMENT COMPANY LLC
CRD 323861 · SEC 801-128358
AUM
$10M
Regulatory assets under management
Employees
7
11 client accounts
Services offered by THEMES MANAGEMENT COMPANY LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at THEMES MANAGEMENT COMPANY LLC →
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Frequently Asked Questions

What services does Jose Carlos Gonzalez Navarro offer?
Jose Carlos Gonzalez Navarro specializes in Investment Management, Fee-Only Advisory. Contact their office in GREENWICH, Connecticut for a consultation.
What are Jose Carlos Gonzalez Navarro's credentials?
Jose Carlos Gonzalez Navarro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Carlos Gonzalez Navarro located?
Jose Carlos Gonzalez Navarro is based in GREENWICH, Connecticut, working with THEMES MANAGEMENT COMPANY LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Jose Carlos Gonzalez Navarro charge for services?
Jose Carlos Gonzalez Navarro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THEMES MANAGEMENT COMPANY LLC?
THEMES MANAGEMENT COMPANY LLC has approximately 7 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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