RETIRABLE
RETIRABLE INC. Legal Name
Adviser information for RETIRABLE last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 17 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 429 | $60.5M |
| Non-Discretionary | 0 | $0 |
| Total | 429 | $60.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 384 | $39.7M |
| HNW Individuals | 45 | $20.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 42 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-118535 |
|---|---|
| SEC ERA File Number | 801-118535 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307472 |
| Legal Entity Identifier | None |
Principal Office
41 E 11TH STREET11TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 833 222 1807, Fax: None
Chief Compliance Officer
R. TYLER END
CEO
41 E 11TH STREET
11TH FLOOR
NEW YORK
NY
United States
Tel:
833 222 1807
C*********@************M
(Full email address available in API data)
Regulatory Contact
IAN YAMEY
CTO
41 E 11TH STREET
11TH FLOOR
NEW YORK
NY
United States
Tel:
833 222 1807
I**@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| END, ROBERT, TYLER | Individual | – | CEO/CCO | 10/2019 | 10-25% |
| YAMEY, IAN, DANIEL | Individual | – | CTO | 10/2019 | 10-25% |