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Tigress Financial Partners, LLC

Tigress Financial Partners, LLC. CRD 154717

Tigress Financial Partners, LLC logo

CRD: 154717

Tigress Financial Partners, LLC

$12.8M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
5 Employees
15 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
10-05-2011
Office Locations
1

Office Locations

410 Park Avenue 12th Floor NEW York NY

About Tigress Financial Partners, LLC

Tigress Financial Partners, LLC is a NEW York-based RIA. The firm has been operating for 14 years. Managing $12.8M in total assets under management, with 4 advisory representatives. They custody assets with Pershing.

Team overview

55 AVG AGE
$3.2M AVG AUM / ADVISOR
$855.5K AVG AUM / CLIENT
5.7 yrs AVG TENURE
5 Employees
4 Advisory Reps
3 RIA Reps
14yrs Firm Age

Insights

Available
Available
Available
Available
Available
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Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

C

CHIASHIN NMN CHEN

Chief Compliance Officer

CRD
#2992660
Ownership
Less than 5%
Available
Available
Available
CYNTHIA DENISE DIBARTOLO

CYNTHIA DENISE DIBARTOLO

Chief Executive Officer, Director, Partner

CRD
#2413494
Ownership
Less than 5%
Available
Available
Available

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Contacts

Diego Arancibia

Diego Arancibia

Partner

CRD
#7767314
Available
Available
Available
NINA SHAKKU CALDARONE

NINA SHAKKU CALDARONE

Fixed Income Sales Trader

CRD
#7509463
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-05-2019
11-06-2020
04-05-2021
04-28-2022
10-05-2023
Category Assets AVG. Account size
Discretionary $12,832,863 $457,884
Non-Discretionary $0 --
Total $12,832,863 $457,884

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
U.S. Government/Agency Available Available
Total Available Available

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