Adviser Profile
| As of Date | 03/29/2022 |
| Registration status | Registration Changed to POET ADVISORS LLC |
| ADV Location | NEW ROCHELLE, NY, United States |
| Contact Info | 646 xxxxxxx |
| AUM* | 129,505,311 |
| of that, discretionary | 129,505,311 -13% |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 18,500,759 -1% |
| SMA’s | No |
| Private Funds | 0 7 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
221M
190M
158M
126M
95M
63M
32M
2016
2017
2018
2019
2020
2021
2022