Consolidated Portfolio Review Corp

Consolidated Portfolio Review Corp is a alternative asset management company based in Locust Valley, NY. They operate 1 private fund and have approximately $188 million in total assets under management (AUM). You can view more information on Consolidated Portfolio Review Corp including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Consolidated Portfolio Review Corp

Consolidated Portfolio Review Corp
152 Forest Ave
Locust Valley, NY 11560
United States

Phone: 516-759-3900
Fax: 516-759-3928
Website: http://www.cprria.com

Overview of Consolidated Portfolio Review Corp

Org. Type: Corporation

Registration Country: United States

0

SEC#: 801-38795

Org#: 112694

Legal Issues: No legal issues reported

Company Type: Other

Pooled Investments: 0 percent

Private Funds Managed(1): Monroe Insurance Dedicated Funds

Ownership/Leadership of Consolidated Portfolio Review Corp

 

Monroe M DiefendorfPresident/Chief Compliance Officer
The Diefendorf Family 2011 Dynasty TrustShareholder

Consolidated Portfolio Review Corp Key Stats and Charts

Discretionary AUM: $76 million

Consolidated Portfolio Review Corp discretionary AUM

Rank: 3407 out of 6900 private fund companies

Total AUM: $188 million

Consolidated Portfolio Review Corp total assets under management (AUM)

Rank: 3040 out of 6900 private fund companies

# of Accounts: 1019

Consolidated Portfolio Review Corp total client accounts

Rank: 225 out of 6900 private fund companies

Average Account Size: 184538.763494

Consolidated Portfolio Review Corp average account size

Rank: 3741 out of 6900 private fund companies

# of Employees: 2

Consolidated Portfolio Review Corp has 2 employees

Rank: 3549 out of 6900 private fund companies

# of Private Funds: 1

Consolidated Portfolio Review Corp operates 1 private Other funds

Rank: 4524 out of 6900 private fund companies