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Logan Nathan Sugarman

BALCONY PARTNERS, LLC·NEW YORK, New York
Clean recordBALCONY PARTNERS, LLC
540 MADISON AVENUE, NEW YORK, NY 10022CRD# 3105968Firm CRD# 157426

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Logan Nathan Sugarman · NEW YORK, NY
Registration
CRD #3105968 · BALCONY PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Logan Nathan Sugarman is a registered financial advisor based in NEW YORK, New York, affiliated with BALCONY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BALCONY PARTNERS, LLC
BALCONY PARTNERS, LLC
AUM
$25M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BALCONY PARTNERS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3105968
Firm CRD# 157426
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Logan Nathan Sugarman offer?
Logan Nathan Sugarman specializes in Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Logan Nathan Sugarman's credentials?
Logan Nathan Sugarman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Logan Nathan Sugarman located?
Logan Nathan Sugarman is based in NEW YORK, New York, working with BALCONY PARTNERS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Logan Nathan Sugarman charge for services?
Logan Nathan Sugarman'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 BALCONY PARTNERS, LLC?
BALCONY PARTNERS, LLC has approximately 2 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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