Bessemer Investor Services, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 17442
- Registered since
- April 24, 1986
- Website
- www.bessemerinvestors.com
Firm profile
FINTRXOverview
Bessemer Investor Services, Inc. is a corporation with an SEC registration dating back to 1986. FINTRX classifies the firm as unclassified and records its owner type as a domestic entity and individual. The profile flags it as not being a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. FINTRX does not provide granular descriptions of the firm’s advisory activities, fee schedule, or client segments in the supplied data set.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Michael Marquez
Chief Operating OfficerCRD 4413060

Ritu Gupta
Chief Compliance OfficerCRD 5059699
Contacts
3 of 159
Nancy Miller
Senior Client AdvisorCRD 6718849

Travis Simonson
Associate Vice PresidentCRD 7244421
Eric Stoffel
Associate Vice PresidentCRD 6211239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 463Active vs passive
$8.5B in ETFs
90%
$7.6B
1%
$821M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $713M | 951,621 | 8.42% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1271 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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