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Ashvin Bollineni Rao

H/2 CREDIT MANAGER LP·STAMFORD, Connecticut
Clean recordH/2 CREDIT MANAGER LP
680 WASHINGTON BOULEVARD, STAMFORD, CT 06901-3700CRD# 5060824Firm CRD# 133693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ashvin Bollineni Rao · STAMFORD, CT
Registration
CRD #5060824 · H/2 CREDIT MANAGER LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ashvin Bollineni Rao is a registered financial advisor based in STAMFORD, Connecticut, affiliated with H/2 CREDIT MANAGER 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
H/2 CREDIT MANAGER LP
H/2 CAPITAL PARTNERS
AUM
$5.7B
Regulatory assets under management
Employees
25
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5060824
Firm CRD# 133693
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ashvin Bollineni Rao offer?
Ashvin Bollineni Rao specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Ashvin Bollineni Rao's credentials?
Ashvin Bollineni Rao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ashvin Bollineni Rao located?
Ashvin Bollineni Rao is based in STAMFORD, Connecticut, working with H/2 CREDIT MANAGER LP. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Ashvin Bollineni Rao charge for services?
Ashvin Bollineni Rao'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 H/2 CREDIT MANAGER LP?
H/2 CREDIT MANAGER LP has approximately 25 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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