Investment adviser · CRD 288244
PROCYON INSTITUTIONAL PARTNERS, LLC
Investment adviser filing (IA)
SHELTON, CT, United States · Form ADV filed Jun 14, 2021
- Regulatory AUM
- $2.67B Form ADV · Item 5.F
- Client accounts
- 60 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 14 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 |
|---|---|---|---|
| Retirement plans | 56 | $2,440,000,000 | 91.6% |
| Government entities | Fewer than 5 | $225,000,000 | 8.4% |
Filing source
Form ADV 1547218 · Jun 14, 2021 · 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 14, 2021. View historical filings
Reported services
Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1 CORPORATE DRIVE, SUITE 225SHELTON, CT, 06484, United States
CRD 288244
Filing source
Form ADV 1547218 · Jun 14, 2021 · 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.