BESSEMER INVESTOR SERVICES, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 17442
- Registered since
- April 24, 1986
- Website
- www.bessemerinvestors.com
Firm profile
FINTRXOverview
Bessemer Investor Services, Inc. is organized as a corporation and has been SEC-registered since 1986. Publicly available metadata classifies ownership as both a domestic entity and individual ownership. The firm is not listed as a capital allocator and is not identified as an active ESG investor. It is also not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the provided snapshot. Specifics about advisory offerings, client segments, and fee schedules were not provided in the source material.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MICHAEL MARQUEZ
Chief Operating OfficerCRD 4413060
RITU GUPTA
Chief Compliance OfficerCRD 5059699
Contacts
3 of 161Nancy Miller
Senior Client AdvisorCRD 6718849
TRAVIS SIMONSON
Associate Vice PresidentCRD 7244421
ERIC STOFFEL
Associate Vice PresidentCRD 6211239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 424Active vs passive
$7.1B in ETFs
99%
$7B
<1%
$63.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $671M | 1,027,583 | 9.51% |
Location
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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