Riemann Capital LLC

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

Firm details

Headquarters
Great Neck, New York
CRD number
306524
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Riemann Capital LLC is a New York–registered limited liability company that provides advisory portfolio management to both individuals/small businesses and to business or institutional clients. The firm reports a fee model that combines a percentage-of-assets-under-management overlay with performance-based fees, and it is affiliated with a broker-dealer. Riemann indicates it is not an active ESG investor, is not a multi-state or newly formed adviser, and does not identify as a pension consultant or related adviser. The ownership structure is a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Hao Sheng

    Co-Founder and COOCRD 6949903

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Great Neck, NY

Nassau

Location

Great Neck, NY

Headquartered in Great Neck, 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
Nassau
Address
14 Myrtle Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth