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Patricia Mercedes Perez

1901 PARTNERS MANAGEMENT, LP·NEW YORK, New York
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C/O WEWORK 205 E 42ND STREET, NEW YORK, NY 10017CRD# 6411485Firm CRD# 173444
01

About

Patricia Mercedes Perez is a registered financial advisor based in NEW YORK, New York, affiliated with 1901 PARTNERS MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
1901 PARTNERS MANAGEMENT, LP
1901 PARTNERS MANAGEMENT, LP
AUM
$97M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at 1901 PARTNERS MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6411485
Firm CRD# 173444
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Mercedes Perez offer?
Patricia Mercedes Perez specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Patricia Mercedes Perez's credentials?
Patricia Mercedes Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Mercedes Perez located?
Patricia Mercedes Perez is based in NEW YORK, New York, working with 1901 PARTNERS MANAGEMENT, LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Patricia Mercedes Perez charge for services?
Patricia Mercedes Perez's firm is compensated through 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 1901 PARTNERS MANAGEMENT, LP?
1901 PARTNERS MANAGEMENT, LP is a registered investment adviser with the SEC, managing $97M in regulatory assets under management. See their Form ADV for full details.
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