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ETHOS CAPITAL LP
126 Newbury Street, 5th Floor
Boston, Massachusetts 02116-3054
Tel: 617-880-8000
About ETHOS CAPITAL LP
ETHOS CAPITAL LP, formally registered with the SEC as ETHOS CAPITAL LP. The firm was established in 01/04/2021. They have over 1 offices throughout the country.
ETHOS CAPITAL LP is a Boston, Massachusetts based Financial Planning firm with nearly $2,524,630,227 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306874 |
| SEC# | 801-120054 |
| Assets Managed by Firm | $2,524,630,227 |
| No. of Clients | 8 |
| No. of Advisors | 19 |
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 | 8 | $2,524,630,227 |
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