Citi Venture Services LLC is a large advisory firm based in New York. It manages $255.55 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New York.
Citi Venture Services provides market timing services. 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 Citi Venture Services LLC is $255.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% 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 Citi Venture Services LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Patrick Mcgrath has been acting as President since 1 Jun 2009. Christine Regante joined the executive team most recently as the Treasurer.
The principal office where Citi Venture Services LLC performs its advisory services is located at 485 Lexington Avenue, 12 Th Floor, New York, NY 10017, 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 212-783-3660 or by fax 646-328-3220. The normal business hours are 9:00am-5:00pm on Monday - Friday.