Unclaimed Profile

Lee Michael Rand

CITY DIFFERENT HOLDINGS LP·SANTA FE, New Mexico

Clean recordCITY DIFFERENT HOLDINGS LP

925 PASEO DE PERALTA, SANTA FE, NM 87501CRD# 5857152Firm CRD# 310982

Profile Verification

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

Identity

Lee Michael Rand · SANTA FE, NM

Registration

CRD #5857152 · CITY DIFFERENT HOLDINGS LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lee Michael Rand is a registered financial advisor based in SANTA FE, New Mexico, affiliated with CITY DIFFERENT HOLDINGS LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

CITY DIFFERENT HOLDINGS LP

CITY DIFFERENT INVESTMENTS

AUM

$115M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CITY DIFFERENT HOLDINGS LP →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5857152

Firm CRD# 310982

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Frequently Asked Questions

What services does Lee Michael Rand offer?

Lee Michael Rand specializes in Investment Management, Wealth Management. Contact their office in SANTA FE, New Mexico for a consultation.

What are Lee Michael Rand's credentials?

Lee Michael Rand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lee Michael Rand located?

Lee Michael Rand is based in SANTA FE, New Mexico, working with CITY DIFFERENT HOLDINGS LP. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.

How does Lee Michael Rand charge for services?

Lee Michael Rand'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 CITY DIFFERENT HOLDINGS LP?

CITY DIFFERENT HOLDINGS LP has approximately 14 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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