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Home > Retirement Planners > connecticut > westport > JUNA EQUITY PARTNERS, LP
JUNA EQUITY PARTNERS, LP
29 Spicer Road
Westport, Connecticut 06880
Tel: 212-271-0250
About JUNA EQUITY PARTNERS, LP
JUNA EQUITY PARTNERS, LP, formally registered with the SEC as JUNA EQUITY PARTNERS, LP. The firm was established in 01/15/2016. They have over 1 offices throughout the country.
JUNA EQUITY PARTNERS, LP is a Westport, Connecticut based Financial Planning firm with nearly $154,059,871 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282372 |
| SEC# | 801-107164 |
| Assets Managed by Firm | $154,059,871 |
| No. of Clients | 3 |
| No. of Advisors | 2 |
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 | 3 | $154,059,871 |
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