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BUTTERFLY EQUITY LP
9595 Wilshire Blvd, Suite 510
Beverly Hills, California 90212
Tel: 310-409-4994
About BUTTERFLY EQUITY LP
BUTTERFLY EQUITY LP, formally registered with the SEC as BUTTERFLY EQUITY LP. The firm was established in 07/27/2018. They have over 1 offices throughout the country.
BUTTERFLY EQUITY LP is a Beverly Hills, California based Financial Planning firm with nearly $4,047,839,940 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284667 |
| SEC# | 801-113713 |
| Assets Managed by Firm | $4,047,839,940 |
| No. of Clients | 20 |
| No. of Advisors | 37 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $4,047,839,940 |
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