Unclaimed Profile

Marc David Freedman

CONATUS CAPITAL MANAGEMENT LP·GREENWICH, Connecticut

Clean recordCONATUS CAPITAL MANAGEMENT LP

TWO GREENWICH PLAZA, GREENWICH, CT 06830CRD# 6318339Firm CRD# 157701

Profile Verification

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

Identity

Marc David Freedman · GREENWICH, CT

Registration

CRD #6318339 · CONATUS CAPITAL MANAGEMENT LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marc David Freedman 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# 6318339

Firm CRD# 157701

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marc David Freedman offer?

Marc David Freedman specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.

What are Marc David Freedman's credentials?

Marc David Freedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc David Freedman located?

Marc David Freedman 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 Marc David Freedman charge for services?

Marc David Freedman'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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