TIGRESS FINANCIAL PARTNERS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 154717
- Registered since
- October 5, 2011
- Website
- tigressfp.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.01%
- Corporations / Businesses1.99%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tigress Financial Partners LLC is a small, fee-based wealth management and broker-dealer hybrid that combines advisory work with brokerage and insurance distribution. The firm bills advisory fees as a percentage of assets under management and lists its primary advisory activity as portfolio management for individuals and small businesses. Its client base spans individual and family clients as well as some institutional relationships. The firm is not identified as an active ESG investor and its business activities include serving as a broker-dealer, acting as a registered representative of a broker-dealer, and operating as an insurance broker.
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
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents10%
- US Government Bonds5%
Owners & executives
3 of 5CHIASHIN CHEN
Chief Compliance OfficerCRD 2992660
CYNTHIA DIBARTOLO
Founder & CEOCRD 2413494
SIMON JEAN ERGAS
Chief EconomistCRD 6062256
Contacts
3 of 20Colin Slider
Investment Banking AnalystCRD 7606376
MATTHEW SPERLING
ChairmanCRD 2985129
LILY LI
Senior PartnerCRD 1741746
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
- 410 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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