Timecapital Investor Advisory Services Inc
Firm details
- Headquarters
- Port Jefferson Station, New York
- CRD number
- 105672
- Registered since
- July 29, 1976
- Website
- www.timecapital.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.37%
- Individuals17.37%
- Pension & Profit Sharing Plans0.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Timecapital Investor Advisory Services Inc. is an independent registered investment adviser that has been SEC-registered since 1976. The firm operates as a corporation with individual ownership and manages client relationships on a percentage-of-AUM fee basis. Its client mix includes individuals and families as well as business and institutional accounts, and its stated advisory services focus on portfolio management for individuals/small businesses and for businesses or institutions. The firm lists a broker-dealer affiliation among its industry ties and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities49%
- Private Funds40%
- Cash & Cash Equivalents11%
Contacts
3 of 4
Alex Rohman
Founding PartnerCRD 2272815
Joseph Stein
n/aCRD 2370641
Kerry Rothemich
Senior AccountantCRD 6990909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Port Jefferson Station, NY
Suffolk
Location
Port Jefferson Station, NY
Headquartered in Port Jefferson Station, 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
- Suffolk
- Address
- 1 Roosevelt Ave
- Time zone
- ET (UTC-5)
- Office locations
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