Lloyd Crescendo Advisors LLC
Legal Name: LLOYD CRESCENDO ADVISORS LLC
Full Contact Details
Lloyd Crescendo Advisors LLC
1450 BRICKELL AVE, SUITE 2780, MIAMI, FL
3058506105
3058506110
Other Info
Lloyd Crescendo Advisors LLC, a Delaware based Limited Liability Company, is a team of 9 experienced professionals, including 8 advisors, offering financial advisory services to a single client. It is an SEC approved firm, with a registration date of March 2017.
Crescendo Asset Management, LLC
Crescendo Asset Management (CAM) is a global investment firm focused on preserving capital and generating attractive returns through customized solutions and alternative investment vehicles to help our U.S. and international clients achieve their financial goals.
Direct Owners
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DOUGLAS KALEN
MANAGER owns less than 5%
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FINPAR INVESTMENTS LLC (DELAWARE)
MEMBER OF LLOYD CRESCENDO ADVISORS LLC owns 75% or more
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GERMAN CHAPARRO
MANAGER owns less than 5%
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KARIM ARYEH
CIO owns less than 5%
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LLOYD CRESCENDO MEMBER LLC
MEMBER OF LLOYD CRESCENDO ADVISORS LLC owns more than 10% but less than 25%
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PHILIP NORDELL CAREY
MANAGER, CHIEF COMPLIANCE OFFICER, CEO owns less than 5%
Indirect Owners
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CHABEN LIMITED
SHAREHOLDER owns 75% or more
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FINPAR LIMITED LLC
SHAREHOLDER owns 75% or more
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JACQUES GIACOMO DIWAN
SHAREHOLDER owns 75% or more
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PHILIP NORDELL CAREY
MANAGING MEMBER owns 75% or more
Custodians
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MUFG UNION BANK, N.A.
United States