CONVERSANT CAPITAL LLC

25 Deforest Avenue
Summit, New Jersey 07901
Tel: 908-466-5010

About CONVERSANT CAPITAL LLC

CONVERSANT CAPITAL LLC, formally registered with the SEC as CONVERSANT CAPITAL LLC. The firm was established in 11/17/2020. They have over 1 offices throughout the country.

CONVERSANT CAPITAL LLC is a Summit, New Jersey based Financial Planning firm with nearly $1,928,785,167 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308201
SEC#	801-119816
Assets Managed by Firm	$1,928,785,167
No. of Clients	11
No. of Advisors	14

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	11	$1,928,785,167

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