Investment adviser · CRD 110974
PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jun 29, 2020
- Employees
- 35 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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 |
|---|---|---|---|
| High-net-worth individuals | 165 | Not reported | Not reported |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Retirement plans | 10 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | 50 | Not reported | Not reported |
Filing source
Form ADV 1439537 · Jun 29, 2020 · 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: Jun 29, 2020. View historical filings
Reported services
Financial planning · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Hourly · Fixed
Principal office
300 MADISON AVENUENEW YORK, NY, 10017, United States
CRD 110974
Filing source
Form ADV 1439537 · Jun 29, 2020 · 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.