Sureview Capital LLC is a large advisory firm based in Greenwich. It manages $427.37 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.
Sureview Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sureview Capital LLC is $427.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sureview Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sureview Capital LLC performs its advisory services is located at 55 Railroad Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-340-7000 or by fax 203-340-7099. The normal business hours are 8:30am - 5:00pm on Monday - Friday.