Technology Investment Management, LLC is a large advisory firm based in Greenwich. It manages $395 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Connecticut.
Technology Investment Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Technology Investment Management, LLC is $395 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 186% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Technology Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Technology Investment Management, LLC performs its advisory services is located at 8 Sound Shore Drive, Suite 255, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-983-5275 or by fax 203-983-5290. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.ticc.com.