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Paula Leventhal Sidman

THREE BAYS CAPITAL LP·BOSTON, Massachusetts
Clean recordTHREE BAYS CAPITAL LP
222 BERKELEY STREET, BOSTON, MA 02116CRD# 6265536Firm CRD# 169434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paula Leventhal Sidman · BOSTON, MA
Registration
CRD #6265536 · THREE BAYS CAPITAL LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paula Leventhal Sidman is a registered financial advisor based in BOSTON, Massachusetts, affiliated with THREE BAYS CAPITAL 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
THREE BAYS CAPITAL LP
THREE BAYS CAPITAL LP
AUM
$1.6B
Regulatory assets under management
Employees
13
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6265536
Firm CRD# 169434
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05

Frequently Asked Questions

What services does Paula Leventhal Sidman offer?
Paula Leventhal Sidman specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Paula Leventhal Sidman's credentials?
Paula Leventhal Sidman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paula Leventhal Sidman located?
Paula Leventhal Sidman is based in BOSTON, Massachusetts, working with THREE BAYS CAPITAL LP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Paula Leventhal Sidman charge for services?
Paula Leventhal Sidman'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 THREE BAYS CAPITAL LP?
THREE BAYS CAPITAL LP has approximately 13 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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