Fiscovaris Investment Management, LP (West Palm Beach)
Fiscovaris Investment Management, LP is a pension cosultant based in West Palm Beach. It manages $130.95 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.
Fiscovaris Investment Management 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.
Fiscovaris Investment Management: assets under management
The assets under management (AUM) of Fiscovaris Investment Management, LP is $130.95 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Fiscovaris Investment Management, LP 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.
Indirect Owners
The SEC currently registers 2 indirect owners.Based in West Palm Beach
The principal office where Fiscovaris Investment Management, LP performs its advisory services is located at 312 Clematis Street Suite 500, West Palm Beach, FL 33401 4623, which is also the mailing address of the firm. An additional office of the firm is in Weaverville, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-253-6650 or by fax 561-253-1004. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday.
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