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Ivan Feinseth

Tigress Financial Partners LLC
32 Years of Experience
4 DisclosuresBroker
View SEC Summary
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Ivan Feinseth is a registered investment advisor at Tigress Financial Partners LLC, based in New York, NY, with 32 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 17 clients with $12M in assets under management.

Tigress Financial Partners LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
17 clients
Average Client Portfolio
$680K average
Assets Under Management
$11.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1000K1.75%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.25%
$10M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

410 Park Avenue, 12th Floor, New York, NY, 10022

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2003
Denied
Customer Dispute
October 2002
Settled
Customer Dispute
July 2001
Denied
Customer Dispute
February 1999
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Tigress Financial Partners LLC
September 2019 - Present · 6 yrs 7 mos
Tigress Financial Partners, LLC
November 2011 - Present · 14 yrs 5 mos
Tigress Financial Partners, LLCBroker
November 2011 - Present · 14 yrs 5 mos
Previous Registrations
Icm Capital Markets LTD.Broker
February 2011 - July 2011 · 5 mos
Concept Capital Markets, LLCBroker
November 2010 - November 2010 · 0 mos
Sanders Morris Harris INC.Broker
July 2010 - November 2010 · 4 mos
Matrix U.S.A., LLCBroker
July 2004 - May 2007 · 2 yrs 10 mos
The Shattan Group LLCBroker
March 2003 - December 2003 · 9 mos
Wachovia Securities, INC.Broker
October 1999 - January 2003 · 3 yrs 3 mos
First Union Capital Markets CORP.Broker
February 1999 - October 1999 · 8 mos
Cibc Oppenheimer CORP.Broker
April 1998 - January 1999 · 9 mos
Axiom Capital Management, INC.Broker
April 1997 - April 1998 · 1 yr
Bear, Stearns & CO. INC.Broker
June 1995 - April 1997 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1989 - June 1995 · 5 yrs 11 mos
State Registrations11 states
CACOCTDCFLMDMNNJNYSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.