Cevidica Investment Partners
Firm details
- Headquarters
- New York, New York
- CRD number
- 332587
- Fee structure
- Percentage of AUM, Other
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cevidica Investment Partners is structured as a limited liability company and operates as an institutional registered investment adviser focused on portfolio management for businesses and institutional clients. The firm is owned by an individual and charges fees on a percentage-of-assets basis alongside other fee arrangements. Cevidica is not positioned as a capital allocator and does not identify as an active ESG investor. It is not registered as a multistate adviser, is not newly formed, and does not act as a pension consultant. Public records also list industry affiliations with broker-dealer and real estate broker activities.
Assets & Accounts
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
Contacts
1 of 1
Behzad Taufiq
Managing PrincipalCRD 7960861
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 400 W 61st St
- Time zone
- ET (UTC-5)
- Office locations
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