Investment adviser · CRD 290141
NEIGHBORLY INVESTMENTS
Investment adviser filing (IA)
NEIGHBORLY INVESTMENTS LLC
NEW YOK, NY, United States · Form ADV filed Feb 26, 2019
- Regulatory AUM
- $74M Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | $48,002,283 | 64.9% |
| Corporations & businesses | Fewer than 5 | $25,717,467 | 34.8% |
| High-net-worth individuals | Fewer than 5 | $252,807 | 0.3% |
Filing source
Form ADV 1281148 · Feb 26, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Feb 26, 2019. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
135 WEST 41ST STREET, 3RD FLOORNEW YOK, NY, 10036, United States
CRD 290141
Filing source
Form ADV 1281148 · Feb 26, 2019 · 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.