V
$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2007
- Office Locations
- 2
Office Locations
-- NEW York NY
-- Sewall's Point FL
About VAN Rensselaer Management LLC
VAN Rensselaer Management LLC is a Sewall's Point-based RIA with 2 offices. The firm has been operating for 18 years. Managing $16.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
60 AVG AGE
$16.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
SCHUYLER VAN RENSSELAER WINTER
Advisor, Manager
- CRD
- #1257502
- Ownership
- 75% or more
Available
Available
Available
P
PATRICIA HOULIHAN WINTER
President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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THOMAS JOHN LAURIA
Registered Representative
- CRD
- #4207448
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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