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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-26 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States
Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 06/2015 | Present |
//Wellington Climate Innovation Fund I, L.P.; Investment Related: N; Nature: Advisory Board;United States of America,Massachusetts,Boston; Started: 2023-09-07; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Wellington Hadley Harbor Master Investors III L.P; Investment Related: N; Nature: Advisory Board;United States of America,Texas,Dallas; Started: 2025-02-24; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Wellington Hadley Harbor Master Investors II L.P.; Investment Related: N; Nature: Advisory Board ;United States of America,Massachusetts,Boston; Started: 2025-03-05; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Ares US Real Estate Opportunistic Fund IV L.P. ; Investment Related: N; Nature: Advisory Board Observer;United States of America,California,Los Angeles; Started: 2023-06-23; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Hadley Harbor Master Investors IV L.P.; Investment Related: N; Nature: Advisory Board;United States of America,Massachusetts,Boston; Started: 2025-02-24; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings cover activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////PIMCO Corporate Opportunities Fund IV, L.P.; Investment Related: N; Nature: Advisory Board;United States of America,California,Newport Beach; Started: 2023-09-29; Title: Advisory Board Observer; Duties: Participate in Advisory Committee meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Hadley Harbor Master Investors L.P.; Investment Related: N; Nature: Advisory Board;United States of America,Massachusetts,Boston; Started: 2025-04-03; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Blackstone Tactical Opportunities II, L.P.; Investment Related: N; Nature: Advisory Board;United States of America,New York,New York; Started: 2025-04-03; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Arctos Keystone Partners Fund I, LP; Investment Related: Y; Nature: Advisory Board Observer;United States of America,New York,New York; Started: 2025-03-17; Title: Non-voting Observer; Duties: Observe Advisory Board meetings covering activities of the fund; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-13 |
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