Unclaimed Profile

Geoffrey Orin Kalish

AQUILINE MANAGEMENT HOLDINGS LP·NEW YORK, New York

Clean recordAQUILINE MANAGEMENT HOLDINGS LP

437 MADISON AVENUE, NEW YORK, NY 10022CRD# 1404187Firm CRD# 327352

Profile Verification

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

Identity

Geoffrey Orin Kalish · NEW YORK, NY

Registration

CRD #1404187 · AQUILINE MANAGEMENT HOLDINGS LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Geoffrey Orin Kalish is a registered financial advisor based in NEW YORK, New York, affiliated with AQUILINE MANAGEMENT HOLDINGS 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

AQUILINE MANAGEMENT HOLDINGS LP

AUM

$9.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at AQUILINE MANAGEMENT HOLDINGS LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1404187

Firm CRD# 327352

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Geoffrey Orin Kalish offer?

Geoffrey Orin Kalish specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Geoffrey Orin Kalish's credentials?

Geoffrey Orin Kalish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Geoffrey Orin Kalish located?

Geoffrey Orin Kalish is based in NEW YORK, New York, working with AQUILINE MANAGEMENT HOLDINGS LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Geoffrey Orin Kalish charge for services?

Geoffrey Orin Kalish'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 AQUILINE MANAGEMENT HOLDINGS LP?

AQUILINE MANAGEMENT HOLDINGS LP has approximately 66 employees and manages $9.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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