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Kathryn Amelie Fagan

PITON INVESTMENT MANAGEMENT, LP·NEW YORK, New York
Unclaimed Profile
777 THIRD AVENUE, NEW YORK, NY 10017CRD# 4346373Firm CRD# 282517
01

About

Kathryn Amelie Fagan is a registered financial advisor based in NEW YORK, New York, affiliated with PITON INVESTMENT MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
PITON INVESTMENT MANAGEMENT, LP
PITON INVESTMENT MANAGEMENT, LP
AUM
$920M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PITON INVESTMENT MANAGEMENT, LP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4346373
Firm CRD# 282517
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathryn Amelie Fagan offer?
Kathryn Amelie Fagan specializes in Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Kathryn Amelie Fagan's credentials?
Kathryn Amelie Fagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Amelie Fagan located?
Kathryn Amelie Fagan is based in NEW YORK, New York, working with PITON INVESTMENT MANAGEMENT, LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Kathryn Amelie Fagan charge for services?
Kathryn Amelie Fagan's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PITON INVESTMENT MANAGEMENT, LP?
PITON INVESTMENT MANAGEMENT, LP has approximately 10 employees and manages $920M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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