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Home > Retirement Planners > pennsylvania > berwyn > AZARIAS CAPITAL MANAGEMENT, L.P.
AZARIAS CAPITAL MANAGEMENT, L.P.
1055 Westlakes Drive
Suite 300
Berwyn, Pennsylvania 19312
Tel: 215-494-3300
About AZARIAS CAPITAL MANAGEMENT, L.P.
AZARIAS CAPITAL MANAGEMENT, LP, formally registered with the SEC as AZARIAS CAPITAL MANAGEMENT, LP. The firm was established in 03/14/2022. They have over 2 offices throughout the country.
AZARIAS CAPITAL MANAGEMENT, L.P. is a Berwyn, Pennsylvania based Financial Planning firm with nearly $252,869,043 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174466 |
| SEC# | 801-123447 |
| Assets Managed by Firm | $252,869,043 |
| No. of Clients | 9 |
| No. of Advisors | 6 |
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 | 9 | $252,869,043 |
| Charitable organizations | Fewer than 5 clients | $128,656,938 |
| Other investment advisers | Fewer than 5 clients | $21,151,404 |
| Corporations or other businesses | Fewer than 5 clients | $65,373,173 |
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|---|---|---|---|
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| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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