A complete list of active advisors currently associated with Riemann Capital LLC
Warmer can help you find a great advisor at Riemann Capital LLC or one who fits your needs even better.
Riemann Capital LLC is a small investment adviser that provides portfolio management and continuous investment advice primarily to pooled vehicles, institutions and high-net-worth clients across equities, ETFs, fixed income, mutual funds, private equity and private funds. The firm develops personalized investment policies through client discussions and an investment-objective questionnaire and may manage accounts on a discretionary or non-discretionary basis. The firm typically charges asset-based advisory fees and, for qualified investors, employs performance-based fee arrangements; fee terms and billing are set out in written agreements. Riemann’s investment process uses fundamental, technical and cyclical analysis, with periodic account reviews and attention to standard investment risks such as market, interest-rate and liquidity risk. Distinctive features include an affiliation with a broker-dealer under common control and a principal who divides substantial time between the advisory and broker-dealer businesses, a structure the firm says it addresses through operational separation and separate compliance processes. The firm is a single-advisor, small operation that reported no assets under management as of the most recent year-end, generally leaves custody and broker selection to clients rather than directing custodians, and discloses it will not vote client proxies and may engage in limited principal transactions only with prior client consent.
To learn more about the advisors currently working at Riemann Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Great Neck, NY
| 7
|
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