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2201 Capital, LLC

EST. AUM
$40,000,000

CONTACTS

CLIENT ACCOUNTS
25

Firm Details

Metro area New York City
CRD Number 341112
Website -
Client types

Overview

2201 Capital, LLC (also doing business as SFZ Capital) is a New York City-based registered investment adviser co-founded by managing partner and CCO Tariq Siyam and co-founder Nora Khalil. The firm provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and corporations. Its investment universe is broad, encompassing equities, fixed income, ETFs, mutual funds, REITs, hedge funds, private equity funds, venture capital funds, private placements, commodities, and non-them securities. Required custodians are Charles Schwab and Interactive Brokers LLC. CRD: 341112.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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