Amir
Yoffe

Cic Partners Management LLC

CRD#3091588
Investment Advisor
in Dallas, TX

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About this Advisor

Amir Yoffe is a financial advisor working out of Dallas, Texas. Yoffe currently works for Cic Partners Management LLC. Throughout their career, Yoffe has worked at Cic Partners Management LLC and Cic Partners Firm Lp. Yoffe can work in Texas. Cic Partners Management LLC is a financial advisory firm operating out of Dallas, TX. It handles $587 million in assets under management between its three customer accounts, making it one of the larger firms in the country by assets under management. The firm offers a set of services, including portfolio management for pooled investment vehicles and other services. Fees for financial advice usually vary depending on which services the firm provides the client. Fees billed by Cic Partners Management LLC can consist of any blend of asset-based and performance-based fees.

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3879 Maple Avenue Suite 400
Dallas, TX 75219

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Cic Partners Management LLC Brokerage Details

Total Assets Under Management

$586,771,381

TX Average: $3,042,739,679
Total Number of Employees

15

TX Average: 49
Total Number of Accounts

3

TX Average: 2,315
Average Account Size

$195,590,460

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Other

Amir Yoffe Work History

Amir has been registered as a financial advisor for 0 years.*

2012 - Present (12 years)

Cic Partners Management LLC

2007 - Present (17 years)

Cic Partners Firm Lp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amir Yoffe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cic Partners Management LLC

Michael Rawlings
Dallas, TX
Amir Yoffe
Dallas, TX
Marshall Payne
Dallas, TX
Fouad Bashour
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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