TWENTY-FIRST TAILORED SOLUTIONS, INC.
Adviser information for TWENTY-FIRST TAILORED SOLUTIONS, INC. last updated from Form ADV on January 22nd, 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 | New York, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| 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 | 0 | $0 |
| Non-Discretionary | 61 | $459.7M |
| Total | 61 | $459.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 22 | $198.8M |
| 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 | 8 | $145.0M |
| Other | 31 | $116.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-72603 |
|---|---|
| SEC ERA File Number | 801-72603 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158381 |
| Legal Entity Identifier | None |
Principal Office
143 COUNTRY RIDGE ROADSCARSDALE
NY
United States
Monday - Friday, 8:30 AM - 6:00 PM
Tel: 914-589-6152, Fax: None
Chief Compliance Officer
RICHARD AINSBERG
CCO/CFO
143 COUNTRY RIDGE ROAD
SCARSDALE
NY
United States
Tel:
914-589-6152
R***@***************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 |
|---|---|---|---|---|---|
| Gordon, Alexandra | Individual | TWENTY-FIRST HOLDING, INC. | PRESIDENT, TREASURER, CEO | 01/2020 | 50-75% |
| TWENTY-FIRST HOLDING, INC. | Domestic Entity | – | OWNER | 06/2011 | > 75% |
| AINSBERG, RICHARD, KEVIN | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2012 | < 5% |
| Gordon, Evan | Individual | TWENTY-FIRST HOLDING, INC. | VICE PRESIDENT, SECRETARY | 01/2020 | 50-75% |