Stuart Portfolio Consultants, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 44487
- Registered since
- April 16, 1998
- Website
- www.stuartportfolio.com
Firm profile
FINTRXOverview
Stuart Portfolio Consultants, L.P. is organized as a partnership and is identified in the source data as owned by a domestic entity/individual. The dataset classifies the firm as unclassified and indicates it is not a capital allocator. It is not listed as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has provided no additional public detail about its advisory activities, fee structure, client base, or affiliations.
Assets & Accounts
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
1 of 1Edward Cohen
CFO and FINOPCRD 1029283
Contacts
3 of 7
Christoph Umscheid
Managing DirectorCRD 2979652

Stuart Oltchick
PresidentCRD 2981824

William Anawaty
Managing DirectorCRD 5651877
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
- 575 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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