Argentem Creek Partners
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Learn more about Argentem Creek Partners
Overview
Argentem Creek Partners operates as a financial advisor firm based in New York, New York. The company controls $841.4 million in total assets over 12 accounts, placing it among the larger firms in the nation by assets under management (AUM). The company has a small team, including 10 financial advisors. Argentem Creek Partners does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments like bonds, options and stocks.
Argentem Creek Partners administers all of its client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction choices for the client's account without needing client permission. The investment advisory firm oversees roughly $70.1 million for every account. The typical financial advisor at Argentem Creek Partners administers about one client account, making it one of the most individualized firms in the country.
The company's main office is located at 156 W. 56Th Street, New York, New York 10019. It is legally registered to serve customers across 2 states, including Minnesota and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Argentem Creek Partners by the Numbers
$841.4 million
20
12
$70.1 million
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Argentem Creek Partners can consist of some blend of the following fee types: asset-based, fixed or performance-based. Argentem Creek Partners does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to pooled investment vehicles. Out of its 12 clients, Argentem Creek Partners's biggest client group is pooled investment vehicles. About 100% of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Argentem Creek Partners does not have any disclosures.
Please visit its Form ADV for more details.
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