Unclaimed Profile

Julie Ann Trent

CONATUS CAPITAL MANAGEMENT LP·GREENWICH, Connecticut

Clean recordCONATUS CAPITAL MANAGEMENT LP

TWO GREENWICH PLAZA, GREENWICH, CT 06830CRD# 2173978Firm CRD# 157701

Profile Verification

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

Identity

Julie Ann Trent · GREENWICH, CT

Registration

CRD #2173978 · CONATUS CAPITAL MANAGEMENT LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julie Ann Trent 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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CONATUS CAPITAL MANAGEMENT LP

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONATUS CAPITAL MANAGEMENT LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2173978

Firm CRD# 157701

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Ann Trent offer?

Julie Ann Trent specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.

What are Julie Ann Trent's credentials?

Julie Ann Trent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Ann Trent located?

Julie Ann Trent 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 Julie Ann Trent charge for services?

Julie Ann Trent'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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