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ISOMETRY CAPITAL, LLC

900 Third Avenue
Suite 1401
New York, New York 10022
Tel: 347-480-2544

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About ISOMETRY CAPITAL, LLC

ISOMETRY CAPITAL, LLC, formally registered with the SEC as ISOMETRY CAPITAL, LLC. The firm was established in 03/11/2020. They have over 2 offices throughout the country.

ISOMETRY CAPITAL, LLC is a New York, New York based Financial Planning firm with nearly $756,795,368 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#307544
SEC#801-118198
Assets Managed by Firm$756,795,368
No. of Clients7
No. of Advisors14

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 ClientsAUM
Firm Total7$756,795,368
Other investment advisers1$39,808,050

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