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Lee Michael Rand

CITY DIFFERENT HOLDINGS LP·SANTA FE, New Mexico
Series 65Clean record13 years registeredCITY 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 · 13 years registered
Brand Profile
Not yet started
01

Career History

SUN MOUNTAIN CAPITAL ADVISORS, LLC
Aug 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 5, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CITY DIFFERENT HOLDINGS LP
CRD 310982 · SEC 801-120293
AUM
$115M
Regulatory assets under management
Employees
14
91 client accounts
Services offered by CITY DIFFERENT HOLDINGS LP
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CITY DIFFERENT HOLDINGS LP →
Introduction

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05

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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Other Advisors at CITY DIFFERENT HOLDINGS LP

Christopher Michael Ryon
SANTA FE, NM
CFA
Connor Ryan Browne
SANTA FE, NM
CFA

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