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ONE WILLIAM STREET CAPITAL MANAGEMENT, LP.
ONE WILLIAM STREET CAPITAL MANAGEMENT, LP.
NEW YORK, New York
·
9 registered advisors
·
CRD# 150522
SEC# 801-70264
0
212-957-2500
01
Firm Overview
AUM
$9.7B
Regulatory assets under management
Employees
97
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at ONE WILLIAM STREET CAPITAL MANAGEMENT, LP.
9 registered advisors
Christopher Robinson Epes
NEW YORK, New York
CRD# 4743724
David Neal Sherr
NEW YORK, New York
CRD# 2042211
Frank Carmen Prezioso
NEW YORK, New York
CRD# 2266352
Holly Ann Sherr
NEW YORK, New York
CRD# 5671763
Joshua David Simons
NEW YORK, New York
CRD# 4303192
Kurt Anthony Locher
NEW YORK, New York
CRD# 1918968
Matthew Jed Ziffer
NEW YORK, New York
CRD# 3169778
Srinivas Modukuri
NEW YORK, New York
CRD# 3127140
Stephanie Elizabeth Dolan
NEW YORK, New York
CRD# 2988605
05
Office Locations
NEW YORK, New York
9 advisors
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Data sourced from SEC Form ADV filings. ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. (CRD# 150522) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.