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MATHEYS LANE CAPITAL MANAGEMENT L.P.
MATHEYS LANE CAPITAL MANAGEMENT L.P.
PROVIDENCE, Rhode Island
·
4 registered advisors
·
CRD# 148887
SEC# 801-69768
1
401-262-4600
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MATHEYS LANE CAPITAL MANAGEMENT L.P.
4 registered advisors
Anne Marie Fink
PROVIDENCE, Rhode Island
CRD# 5484048
Brian Robert Miller
PROVIDENCE, Rhode Island
CRD# 6027947
Greg Matthew Bastia
PROVIDENCE, Rhode Island
CRD# 6821379
Samuel Porter Callard
PROVIDENCE, Rhode Island
CRD# 5811203
05
Office Locations
PROVIDENCE, Rhode Island
4 advisors
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Data sourced from SEC Form ADV filings. MATHEYS LANE CAPITAL MANAGEMENT L.P. (CRD# 148887) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.