2
$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
3 Employees
5 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2026
- Office Locations
- 2
Office Locations
131 W 33 ST Suite 10D NEW York NY
7014 E. Camelback RD Suite 1452 Scottsdale AZ
About 2201 Capital, LLC
2201 Capital, LLC is a NEW York-based RIA with 2 offices. The firm has been operating for 0 years. Managing $40.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$20.0M AVG AUM / ADVISOR
$8.0M AVG AUM / CLIENT
0.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
Nora A. Khalil
PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Tariq Siyam
Chief Compliance Officer, Managing Partner
- CRD
- #6867557
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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O
OMAR ALI BASSAL
--
- CRD
- #7084200
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | $1,600,000 |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | $1,600,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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