STUART PORTFOLIO CONSULTANTS, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 44487
- Registered since
- April 16, 1998
- Website
- www.stuartportfolio.com
Firm profile
FINTRXOverview
Stuart Portfolio Consultants, L.P. is organized as a partnership and has been SEC-registered since 1998. FINTRX classifies ownership as a combination of a domestic entity and an individual. Public reporting on the firm’s business model is limited: it is listed as "Unclassified," does not act as a capital allocator, and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.
Assets & Accounts
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
1 of 1Edward Cohen
CFO and FINOPCRD 1029283
Contacts
3 of 7CHRISTOPH UMSCHEID
Managing DirectorCRD 2979652
THOMAS STRAW
Investor RelationsCRD 2518475
STUART OLTCHICK
PresidentCRD 2981824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 575 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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