Investment adviser · CRD 226634

POLLY PORTFOLIO, INC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 11, 2016

Regulatory AUM
$1.37M
Form ADV · Item 5.F
Client accounts
17
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
3
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 11, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

ONE WORLD TRADE CENTER, SUITE 46A
NEW YORK, NY, 10007, United States

CRD 226634

Filing source

Form ADV 990791 · Mar 11, 2016 · 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.