RIA Intel›Advisers›North Carolina›CAZENOVIA CREEK INVESTMENT MANAGEMENT, LLC

CAZENOVIA CREEK INVESTMENT MANAGEMENT, LLC

Advisory

N·CHARLOTTE, NC

Data as of Mar 17, 2016 · Source: SEC Form ADV

Total AUM
$153M
1-Year AUM Growth
+5.1%
3-Year CAGR
+10.9%
Employees
4
Assets Under Management
Total AUM$153M
Discretionary AUM$153M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingFeb 1, 2010
Latest FilingMar 17, 2016
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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