CL WEALTH MANAGEMENT, LLC
CL WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 164963).
Registration
- CRD: 164963
- SEC file number: 801-77410
- Type: Registered investment adviser
- Location: 44 WALL STREET, NEW YORK, NY, 10005
- Phone: 212-388-6200
- Latest filing: 2013-08-26
- Clients: 2
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| GOULD CRAIG MICHAEL | PRESIDENT | — |
| FRYDMAN JACOB ABRAHAM | MANAGER | — |
| AKERMAN ALBERT | CHIEF COMPLIANCE OFFICER | — |
| VERSCHLEISER ELI | MEMBER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| FINTEGRA OPPORTUNITY FUND | Venture Capital Fund | — | 25 | $3.9M | $50K |
Fund service providers (1)
- administrator: FUND DYNAMICS
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