Unclaimed Profile

Heather Ursu

SEMANTEON CAPITAL MANAGEMENT, LP·NEWTON, Massachusetts

Clean recordSEMANTEON CAPITAL MANAGEMENT, LP

580 WASHINGTON ST., NEWTON, MA 02458CRD# 7355913Firm CRD# 289196

Profile Verification

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

Identity

Heather Ursu · NEWTON, MA

Registration

CRD #7355913 · SEMANTEON CAPITAL MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Heather Ursu is a registered financial advisor based in NEWTON, Massachusetts, affiliated with SEMANTEON 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

SEMANTEON CAPITAL MANAGEMENT, LP

AUM

$195M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SEMANTEON CAPITAL MANAGEMENT, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7355913

Firm CRD# 289196

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Heather Ursu offer?

Heather Ursu specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.

What are Heather Ursu's credentials?

Heather Ursu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heather Ursu located?

Heather Ursu is based in NEWTON, Massachusetts, working with SEMANTEON CAPITAL MANAGEMENT, LP. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Heather Ursu charge for services?

Heather Ursu'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 SEMANTEON CAPITAL MANAGEMENT, LP?

SEMANTEON CAPITAL MANAGEMENT, LP has approximately 4 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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