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CARL F. PETERSEN. INC

CARL F. PETERSEN, INC.

CRD 109489 · SEC 801-54960

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$43.0M

Discretionary AUM

$43.0M

Team

6 total employees; 0 advisory reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2020-01-30

Disciplinary history

No

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Services

Portfolio management (individuals)Pension consultingCB TRADING (INCUBATOR FUND)

Client types

TypeClientsAUM
Individuals112$16.5M
High net worth individuals20$26.0M
Investment companies2$550K

All web addresses on file

Official SEC filing: View on IAPD