Van Rensselaer Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 145161
- Website
- www.vanrmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.13%
- Charitable Organizations21.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Van Rensselaer Management LLC operates as a limited liability company focusing on various financial services. The firm engages in capital allocation and provides a range of advisory activities, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. While the firm does not actively pursue ESG investments, it maintains a diverse approach to its investment strategy, incorporating both traditional and alternative assets.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
3 of 3Schuyler Winter
PresidentCRD 1257502
Thomas Lauria
Asset ManagementCRD 4207448
Patricia Winter
AssistantCRD 5419955
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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