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FELICITAS GLOBAL PARTNERS, LLC
FELICITAS GLOBAL PARTNERS, LLC
PASADENA, California
·
4 registered advisors
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CRD# 292411
SEC# 801-112594
0
310.461.8990
01
Firm Overview
AUM
$819M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at FELICITAS GLOBAL PARTNERS, LLC
4 registered advisors
Benjamin Alan Posen
PASADENA, California
CRD# 2319219
Bonar Mony Chhay
PASADENA, California
CFA
CRD# 5037260
Tyler Samuel Dritz
PASADENA, California
CFA
CRD# 4901826
Yan-Jung Liu
PASADENA, California
CRD# 6567096
05
Office Locations
PASADENA, California
4 advisors
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Data sourced from SEC Form ADV filings. FELICITAS GLOBAL PARTNERS, LLC (CRD# 292411) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.