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PROTEGE PARTNERS, LLC
PROTEGE PARTNERS, LLC
SOUTH SALEM, New York
·
8 registered advisors
·
CRD# 137783
SEC# 802-115055
0
212.784.6300
01
Firm Overview
AUM
$428M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: INVESTMENT MANAGER SEED CASH FLOWS
03
Specialties
Retirement Planning
04
Advisors at PROTEGE PARTNERS, LLC
8 registered advisors
Adil Abdulali
SOUTH SALEM, New York
CRD# 2251893
Carol Befanis O'donnell
SOUTH SALEM, New York
CRD# 2700631
Dave Budhram
SOUTH SALEM, New York
CRD# 6674760
Jeffrey Glynn Estate Of Tarrant
SOUTH SALEM, New York
CRD# 867325
John Drott Mackin
NEW YORK, New York
CRD# 2135430
Kevin Patrick Mahoney
NEW YORK, New York
CRD# 5296210
Michael Oliver Weinberg
NEW YORK, New York
CRD# 2363842
Theodore Daniel Seides
NEW YORK, New York
CRD# 5071019
05
Office Locations
NEW YORK, New York
4 advisors
SOUTH SALEM, New York
4 advisors
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Data sourced from SEC Form ADV filings. PROTEGE PARTNERS, LLC (CRD# 137783) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.