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GENERAL EQUITY HOLDINGS LP

45 Main Street,
Suite 411
Brooklyn, New York 11201
Tel: 646-813-9212

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About GENERAL EQUITY HOLDINGS LP

GENERAL EQUITY HOLDINGS LP, formally registered with the SEC as GENERAL EQUITY HOLDINGS LP. The firm was established in 03/01/2018. They have over 1 offices throughout the country.

GENERAL EQUITY HOLDINGS LP is a Brooklyn, New York based Financial Planning firm with nearly $160,920,023 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#287823
SEC#801-112549
Assets Managed by Firm$160,920,023
No. of Clients3
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total3$160,920,023

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