Investment adviser · CRD 111085

INTERNATIONAL STRATEGY & INVESTMENT INC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 3, 2015

Regulatory AUM
$697M
Form ADV · Item 5.F
Client accounts
260
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
11
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 3, 2015. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets · Subscription · Fixed · Commissions

Principal office

55 E. 52ND ST., 23RD FLOOR
NEW YORK, NY, 10055, United States

CRD 111085

Filing source

Form ADV 868739 · Mar 3, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.