Bessemer Investor Services, Inc.

Broker-DealerFINRA MemberEst. 1986

Total AUM

—

Advisory reps

160

Avg account

$0

Firm details

Headquarters: New York, New York
CRD number: 17442
Registered since: April 24, 1986
Website: www.bessemerinvestors.com

Firm profile

FINTRX

Overview

Bessemer Investor Services, Inc. is organized as a corporation and has been SEC-registered since 1986. Ownership is listed as a domestic entity with individual ownership. The firm’s public profile classifies it as unclassified and it is not identified as a capital allocator. Reported attributes indicate it does not position itself as an active ESG investor, is not registered as a multi-state adviser, and is not a newly formed adviser, pension consultant, or related adviser.

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Michael Marquez
Chief Operating OfficerCRD 4413060
Ritu Gupta
Chief Compliance OfficerCRD 5059699

Contacts

3 of 158

Christopher Rick
Client AdvisorCRD 6939386
Kristen Titley
Associate Client AdvisorCRD 6945156
Lauren Davis
Vice PresidentCRD 7033678

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 463

Active vs passive

$8.5B in ETFs

Passive

90%

$7.6B

Active

1%

$821M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$713M	951,621	8.42%

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Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 1271 Avenue Of The Americas
Time zone: ET (UTC-5)
Office locations

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