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APTITUDE INVESTMENT MANAGEMENT LP

401 Union Street
Suite 3700
Seattle, Washington 98101
Tel: 212-902-1000

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About APTITUDE INVESTMENT MANAGEMENT LP

APTITUDE INVESTMENT MANAGEMENT LP, formally registered with the SEC as APTITUDE INVESTMENT MANAGEMENT LP. The firm was established in 03/26/2012. They have over 1 offices throughout the country.

APTITUDE INVESTMENT MANAGEMENT LP is a Seattle, Washington based Financial Planning firm with nearly $6,547,273,135 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159070
SEC#801-74419
Assets Managed by Firm$6,547,273,135
No. of Clients18
No. of Advisors8

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other(ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 2)

Advisory Services Provided

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total18$6,547,273,135
Pension and profit sharing plans2$2,055,447,218
Corporations or other businesses2$1,805,587,161

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