RIA Intel›Advisers›New York›HORACE JAMES CAULKINS

HORACE JAMES CAULKINS

Advisory

WHITE PLAINS, NY

Data as of Aug 3, 2001 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$1.8B

Discretionary AUM$506M

Non-Discretionary AUM$1.3B

Discretionary %28.6%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

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Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.