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BREITHORN CAPITAL MANAGEMENT LLC
BREITHORN CAPITAL MANAGEMENT LLC
NEW YORK, New York
·
6 registered advisors
·
CRD# 150910
SEC# 801-70451
212-487-4960
01
Firm Overview
AUM
$157M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at BREITHORN CAPITAL MANAGEMENT LLC
6 registered advisors
Adrian Ulrich
NEW YORK, New York
CRD# 4960596
Benner Anthony Ulrich
NEW YORK, New York
CRD# 4142571
Caroline Hsiaosu Yu
NEW YORK, New York
CRD# 2379985
Iolanta V Shafir
NEW YORK, New York
CRD# 3050232
Rolf Niels Heitmeyer
NEW YORK, New York
CRD# 3136382
Ronald John Ulrich
NEW YORK, New York
CRD# 451499
05
Office Locations
NEW YORK, New York
6 advisors
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Data sourced from SEC Form ADV filings. BREITHORN CAPITAL MANAGEMENT LLC (CRD# 150910) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.