MULTIGENERATIONAL.BLACK INC.
Adviser information for MULTIGENERATIONAL.BLACK INC. last updated from Form ADV on April 21st, 2023. 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 | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $43,118 |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $43,118 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $30,001 |
| HNW Individuals | <5 | $13,117 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops401(K) DESIGN SERVICES |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-126869 |
|---|---|
| SEC ERA File Number | 801-126869 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322228 |
| Legal Entity Identifier | None |
Principal Office
10 WEST END AVENUEUNIT 3B
NEW YORK
NY
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: (917) 971-6155, Fax: None
Chief Compliance Officer
LESLIE LEWIS
CHIEF EXECUTIVE OFFICER
10 WEST END AVENUE
UNIT 3B
NEW YORK
NY
United States
Tel:
(917) 971-6155
L@**********************K
(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 |
|---|---|---|---|---|---|
| Lewis, Leslie, Malaika | Individual | – | CEO AND CHIEF COMPLIANCE OFFICER | 04/2021 | > 75% |
| Bryant, Paul, E | Individual | – | CO-OWNER | 04/2021 | 5-10% |