Overview
Assets Under Management: $583 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 36
Average Client Assets: $15.1 million
Frequently Asked Questions
HARTWELL J M LTD PARTNERSHIP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106154), HARTWELL J M LTD PARTNERSHIP is subject to fiduciary duty under federal law.
HARTWELL J M LTD PARTNERSHIP is headquartered in NEW YORK, NY.
HARTWELL J M LTD PARTNERSHIP serves 36 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, HARTWELL J M LTD PARTNERSHIP offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
HARTWELL J M LTD PARTNERSHIP manages $583 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, HARTWELL J M LTD PARTNERSHIP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.47%
Average Client Assets: $15.1 million
Total Client Accounts: 83
Discretionary Accounts: 83
Regulatory Filings
CRD Number: 106154
Filing ID: 1201150
Last Filing Date: 2018-03-29 11:21:00