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 organized as a corporation and has been SEC-registered since 1986. Ownership is listed as a domestic entity with individual ownership. The firm’s public profile classifies it as unclassified and it is not identified as a capital allocator. Reported attributes indicate it does not position itself as an active ESG investor, is not registered as a multi-state adviser, and is not a newly formed adviser, pension consultant, or related adviser.
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 158
Christopher Rick
Client AdvisorCRD 6939386
Kristen Titley
Associate Client AdvisorCRD 6945156
Lauren Davis
Vice PresidentCRD 7033678
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 898Active vs passive
$16.2B in ETFs
94%
$15.3B
1%
$957M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $713M | 951,621 | 4.39% |
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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