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Nancy Lerner

CORBIN CAPITAL PARTNERS, L.P.·NEW YORK, New York
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575 MADISON AVENUE, NEW YORK, NY 10022CRD# 5249683Firm CRD# 130819
01

About

Nancy Lerner is a registered financial advisor based in NEW YORK, New York, affiliated with CORBIN CAPITAL PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CORBIN CAPITAL PARTNERS, L.P.
CORBIN CAPITAL PARTNERS, L.P.
AUM
$10.1B
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at CORBIN CAPITAL PARTNERS, L.P. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5249683
Firm CRD# 130819
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Lerner offer?
Nancy Lerner specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Nancy Lerner's credentials?
Nancy Lerner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Lerner located?
Nancy Lerner is based in NEW YORK, New York, working with CORBIN CAPITAL PARTNERS, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Nancy Lerner charge for services?
Nancy Lerner'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 CORBIN CAPITAL PARTNERS, L.P.?
CORBIN CAPITAL PARTNERS, L.P. has approximately 55 employees and manages $10.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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