Cevidica Investment Partners

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
332587
Fee structure
Percentage of AUM, Other
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cevidica Investment Partners is structured as a limited liability company and operates as an institutional registered investment adviser focused on portfolio management for businesses and institutional clients. The firm is owned by an individual and charges fees on a percentage-of-assets basis alongside other fee arrangements. Cevidica is not positioned as a capital allocator and does not identify as an active ESG investor. It is not registered as a multistate adviser, is not newly formed, and does not act as a pension consultant. Public records also list industry affiliations with broker-dealer and real estate broker activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Behzad Taufiq

    Behzad Taufiq

    Managing PrincipalCRD 7960861

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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
400 W 61st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth