Toroso Investments is an investment advisor in Massapequa with $8.16 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
454779500
SEC advisor number
801-76857
FINRA CRD number
164201
AUM ?
$5.57 bn
(as of 27 Jul 23)
Accounts
711
(as of 27 Jul 23)
Employees
41
(16 investment advisory or research)
Address
Toroso Investments
898 N. BROADWAY
STE. 2
MASSAPEQUA
NY 11758
898 N. BROADWAY
STE. 2
MASSAPEQUA
NY 11758
Phone
646-545-2195
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
23 May 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
23 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 May 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21