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NEW LEAF VENTURE PARTNERS
156 Fifth Avenue
Suite 820
New York, New York 10010
Tel: 646-871-6420
About NEW LEAF VENTURE PARTNERS
NEW LEAF VENTURE PARTNERS, formally registered with the SEC as NEW LEAF VENTURE PARTNERS. The firm was established in 01/15/2015. They have over 2 offices throughout the country.
NEW LEAF VENTURE PARTNERS is a New York, New York based Financial Planning firm with nearly $580,046,171 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163897 |
| SEC# | 801-80793 |
| Assets Managed by Firm | $580,046,171 |
| No. of Clients | 9 |
| No. of Advisors | 5 |
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 | 9 | $580,046,171 |
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