Calgary Leveen is a CFA-designated registered investment advisor at Anhinga Investment Partners, based in Brooklyn, NY, with 4 years of industry experience. Calgary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anhinga Investment Partners charges a performance-based fee. The annual fee is 25% of your account's net profits above a 6% hurdle rate. If your account doesn't exceed the 6% hurdle rate, Anhinga doesn't receive a performance fee.
Location
185 Wythe Avenue, Suite 9D, Brooklyn, NY, 11249
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Calgary works as a portfolio manager at Banyan Advisors, LLC, dedicating a few hours per week. He also serves as a Director at Levenger Company, a specialty retail business, spending minimal time on this role.
Employment History
Current Registrations
Anhinga Investment Partners
State Registrations1 state
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