ISAM FUNDS (USA) LLC

5100 Town Center Circle
Tower Ii, Suite 430
Boca Raton, Florida 33486
Tel: +1 212 561 1200

About ISAM FUNDS (USA) LLC

ISAM FUNDS (USA) LLC, formally registered with the SEC as ISAM FUNDS (USA) LLC. The firm was established in 01/11/2022. They have over 1 offices throughout the country.

ISAM FUNDS (USA) LLC is a Boca Raton, Florida based Financial Planning firm with nearly $2,111,741,555 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 55 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307934
SEC#	801-123028
Assets Managed by Firm	$2,111,741,555
No. of Clients	3
No. of Advisors	55

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$2,111,741,555

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