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The Moneypaper Advisor, Inc.

● SEC registered since 2011CRD 156971SEC# 801-72257
Export (members)
Reg. AUM
$91M
Employees
2
Accounts
1
Location

The Moneypaper Advisor, Inc. assets under management

The Moneypaper Advisor, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2011. It reports $91 million in regulatory assets under management and employs 2 people.

The Moneypaper Advisor, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Byron O PerezChief Compliance OfficerUnder 5%2023
Juan Mario MedinaPortfolio ManagerUnder 5%2017
Lee Reiner Nelson ControlPortfolio ManagerUnder 5%2023
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Frequently asked questions

How much does The Moneypaper Advisor, Inc. manage?

The Moneypaper Advisor, Inc. reports $91 million in regulatory assets under management on its Form ADV.

How many employees does The Moneypaper Advisor, Inc. have?

The Moneypaper Advisor, Inc. reports 2 employees.

Does The Moneypaper Advisor, Inc. disclose fund performance?

The Moneypaper Advisor, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone914-925-0022 X 110
Fax914-921-9318
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$91M
Non-discretionary$0
Total (RAUM)$91M