DERIVATY CO
Firm details
- Headquarters
- WHITE PLAINS, New York
- CRD number
- 310249
- Registered since
- September 2, 2020
- Website
- www.derivaty.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Derivaty Co is a corporation that registered with the SEC in 2020 and is individually owned. The firm’s filings identify its primary client base as institutional, while its advisory activities include portfolio management for individuals and small businesses as well as for businesses and institutions. Fee arrangements include a percentage-of-AUM component and other fee types. The adviser does not identify itself as an active ESG investor, a pension consultant, a capital allocator, or a multi-state adviser.
Assets & Accounts
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
Asset composition
- Derivatives100%
Owners & executives
1 of 1WARUN KUMAR
Founder & CEOCRD 3043101
Contacts
1 of 1MICHAEL DAVIS
FounderCRD 4097379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WHITE PLAINS, NY
WESTCHESTER
Location
WHITE PLAINS, NY
Headquartered in WHITE PLAINS, 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
- WESTCHESTER
- Address
- 777 Westchester Ave
- Time zone
- ET (UTC-5)
- Office locations
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