Appomattox Advisory
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
551 5th Ave Fl 26, New York, New York, 1...Phone Number
(212) 895-3000Website
www.appomattoxadvisory.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
About Appomattox Advisory
Appomattox is an Outsourced Chief Investment Officer specializing in multi-asset resilient portfolio solutions and alternative investments. The firm provides customized investment management services primarily for endowments, foundations, retirement plans, and institutional family offices. Appomattox's investment team excels in sourcing top alternative investment managers and takes a holistic approach to portfolio management, ensuring alignment with client objectives. Their expertise in risk management and focus on developing resilient portfolios are key strengths that attract and retain clients.Explore more
Popular SearchesAppomattox Advisory IncAppomattox AdvisoryAppomattoxAppomattoxadvisoryDetails Appomattox Advisory IncSIC Code 62,628NAICS Code 52,523Show moreAppomattox Advisory Org Chart
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2020
Debt
$150K
Appomattox Advisory Tech Stack
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Most Recent Scoops
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Executive Move
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Funding
Appomattox Advisory has received an SBA PPP loan for $150,000-350,000 from City National Bank, supporting the retention of 11 jobs.
Funding
Appomattox Advisory News & Media
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Appomattox is an Outsourced Chief Investment Officer specializing in multi-asset resilient portfolio solutions and alternative investments. The firm provides customized investment management services primarily for endowments, foundations, retirement plans, and institutional family offices. Appomattox's investment team excels in sourcing top alterna... Read More
