"
"LLC ""CNR"""
A Trusted Partner. ... CNR SM partners with advisors and their high-net-worth clients to build Intelligently Personalized SM investment portfolios. ABOUT US.|Meet our team: Executive team, Portfolio managers, Research and strategy managers, Investment consultants, Business development specialists.|We're better together. We partner with financial advisors to build personalized investment portfolios for their high-net-worth clients.|We work exclusively with advisors and their high-net-worth clients to build personalized investment portfolios seeking to perform.|We engineer investment strategies across asset classes. · Our Approach · Equities · Core Fixed Income · Opportunistic Income · Real Assets · Alternate Investments.|CNR Speedometers®. Our Monthly Global Economic Market Indicators. Neutral. Global Economic Outlook. Positive. Fixed Income Outlook. Neutral. Equity Outlook.
Country/Area ：Russia
Company Email ：info@cnr.com
Industry ：FinanceFinance General
Company address ：KEMALPASA, TUNA SK. NO:3 D:3, 34295 KUCUKCEKMECE/ISTANBUL, TURKIYE
Company website ：*****
Company phone ：(800) 245-9888
Established ：2004
Company Revenue ：$26,731,000
Number of employees ：309
SIC Code ：62628
NAICS Code ：52523
Company News
Orion Adds City National Rochdale to Expand Advisor Access to Highly Personalized Portfolio Management
Oct 4, 2023
OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today a new advisory solution through boutique investment management firm City National Rochdale (CNR). The relationship will bring CNR’s Intelligently Personalized SM portfolios for high-net-worth individuals, families and foundations with more than $1 million in investable assets to the Orion Portfolio Solutions (OPS) platform. These tailored, pr
Oct 4, 2023
City National Rochdale Announces Managing Director PromotionsApr 15, 2022
NEW YORK, April 15, 2022 (GLOBE NEWSWIRE) -- City National Rochdale (CNR) recently announced its newest managing director promotions. These leaders represent a talented and diverse group across various divisions who have made substantial contributions to CNR and its clients. “City National Rochdale is dedicated to providing an enriching workplace environment that encourages the development and growth of our colleagues,” said Garrett D’Alessandro, CEO, City National Rochdale. “Our new managing di
Apr 15, 2022City National Rochdale CIO Expects Secular Strength of US Economy to Offset Global PressuresApr 7, 2022
NEW YORK, April 07, 2022 (GLOBE NEWSWIRE) -- City National Rochdale (CNR), investment management subsidiary of City National Bank, hosted its first 2022...
Apr 7, 2022City National Rochdale CIO Expects Secular Strength of U.S. Economy to Offset Global PressuresApr 7, 2022
NEW YORK, April 07, 2022 (GLOBE NEWSWIRE) -- City National Rochdale (CNR), investment management subsidiary of City National Bank, hosted its first 2022 in-person Financial Advisor Summit, in Trumbull, CT. The session, led by CNR’s senior managing director and head of sales, Peter Green, brought together prominent local financial advisors along with key leaders of the firm’s investment team for a deep dive on the economy and markets.
Apr 7, 2022City National Rochdale to Pay More Than $30 Million for Undisclosed Conflicts of InterestMar 3, 2022
Washington, D.C.--(Newsfile Corp. - March 3, 2022) - The Securities and Exchange Commission today announced that registered investment adviser City National Rochdale, LLC (CNR) has agreed to pay more than $30 million to settle charges that its undisclosed conflicts of interest defrauded current and prospective clients. The money CNR pays will be placed into an SEC Fair Fund for distribution to harmed investors.According to the...
Mar 3, 2022OperationInfo
INN ：5038146128
KPP ：771601001
OKPO ：41183426
OKFS ：16
OKOGU ：4210014
OKOPF ：12300
OKTMO ：45361000000
OKATO ： 45280580 - Свиблово, Северо-Восточный, Город Москва столица Российской Федерации город федерального значения
Enterprises Nearby ：ООО "ЗЕТЕЛЬ", ООО "ПАРТНЕР-Д", ООО "ИТ-СЕРВИС", ООО УК "ДЕЛОВОЙ СЕРВИС"
Founder
| Name | Inn | Share | Sum |
|---|---|---|---|
| ЧЕРЕПНИНА ЕЛЕНА ЛЕОНИДОВНА | 501808910983 | 83% | 83 тыс.руб. |
| КАКАБЕКОВ ЭМИН ГАДЖИЕВИЧ | 503502411003 | 17% | 17 тыс.руб. |
ActivityInfo
Main Okved ：Основной (по коду ОКВЭД ред.2): 31.01 - Производство мебели для офисов и предприятий торговли
Main Okved Code ：31.01
Additional Okveds ：18.12,Прочие виды полиграфической деятельности,25.99,Производство прочих готовых металлических изделий, не включенных в другие группировки,28.99,Производство прочих машин и оборудования специального назначения, не включенных в другие группировки,32.99,Производство прочих готовых изделий, не включенных в другие группировки,33.20,Монтаж промышленных машин и оборудования
Pension Fund Registration
Registration Number ：087301019427
Registration Date ：13.01.2021
PfrInstitution Name ：Государственное учреждение - Главное Управление Пенсионного фонда РФ №6 по г. Москве и Московской области муниципальный район Свиблово г.Москвы
Legal Registration Number ：2217700167848
Legal Registration Date ：14.01.2021
Social Insurance Fund Registration
Registration Number ：501131801977271
Registration Date ：30.12.2020
FssInstitution Name ：Филиал №27 Государственного учреждения - Московского регионального отделения Фонда социального страхования Российской Федерации
Legal Registration Number ：2217700250524
Legal Registration Date ：18.01.2021
Income Expenditure
Title ：Сведения о доходах и расходах по данным ФНС от 26.11.2024 по ИНН 5038146128:
| Year | Income | Expenditure |
|---|---|---|
| 2023 | 437 263 000 руб. | 421 907 000 руб. |
Web Summary
Q1: What is the company name and its relationship with City National Bank?
A1: The company name is CNR (City National Rochdale), LLC, which is a whollyowned subsidiary of City National Bank.
Q2: What type of services does CNR offer to highnetworth clients?
A2: CNR offers investment management services to highnetworth clients with more than $1 million in investable assets, partnering with financial advisors to provide tailored investment portfolios and expert guidance.
Q3: What is the company's approach to investing, as described by its slogan "Intelligent Personalization"?
A3: CNR's approach to investing is centered around Intelligent Personalization, which involves tailoring gain clientspecific insights from oneonone interactions with a dedicated portfolio manager and investment consultant to create personalized investment portfolios.
Q4: What is the company's asset allocation strategy, as mentioned in its website?
A4: CNR uses extensive inhouse research to guide the construction of every portfolio, providing a wealth of research that informs its strategic thinking.
Q5: What proprietary economic and financial indicators does CNR use, known as "CNR Speedometers"?
A5: CNR Speedometers are proprietary economic and financial indicators developed by the company, which provide forwardlooking insights 6 to 9 months in advance.
Q6: How many years of average professional experience do investment strategy committee members have?
A6: Investment strategy committee members at CNR have an average of 25+ years of professional experience.
Q7: What is the historical client retention rate for CNR, as mentioned on its website?
A7: The company has a 90%+ historical client retention rate, indicating a strong commitment to longterm relationships with clients.
Q8: How much assets under management does CNR have, according to its latest update?
A8: As of October 31, 2024, CNR manages $68.2 billion in assets under management.
Q9: What is the company's structure and leadership team, as listed on its website?
A9: The company has an executive team led by Abel Montañez (CEO), Gregg Giaquinto (President), Charles Luke (CIO), Jim Papadakos (Sales Strategy, Advisor Engagement & Experience), Jennifer Tsai (Managing Director, Head of Client Service & Operations), Russell Launer (Managing Director, Head of Portfolio Management), Subir Prasad (Digital and Information Officer), among others.
Q10: What is the company's relationship with City National Bank, as mentioned in its website?
A10: CNR is a whollyowned subsidiary of City National Bank, indicating a close partnership between the two organizations.
A1: The company name is CNR (City National Rochdale), LLC, which is a whollyowned subsidiary of City National Bank.
Q2: What type of services does CNR offer to highnetworth clients?
A2: CNR offers investment management services to highnetworth clients with more than $1 million in investable assets, partnering with financial advisors to provide tailored investment portfolios and expert guidance.
Q3: What is the company's approach to investing, as described by its slogan "Intelligent Personalization"?
A3: CNR's approach to investing is centered around Intelligent Personalization, which involves tailoring gain clientspecific insights from oneonone interactions with a dedicated portfolio manager and investment consultant to create personalized investment portfolios.
Q4: What is the company's asset allocation strategy, as mentioned in its website?
A4: CNR uses extensive inhouse research to guide the construction of every portfolio, providing a wealth of research that informs its strategic thinking.
Q5: What proprietary economic and financial indicators does CNR use, known as "CNR Speedometers"?
A5: CNR Speedometers are proprietary economic and financial indicators developed by the company, which provide forwardlooking insights 6 to 9 months in advance.
Q6: How many years of average professional experience do investment strategy committee members have?
A6: Investment strategy committee members at CNR have an average of 25+ years of professional experience.
Q7: What is the historical client retention rate for CNR, as mentioned on its website?
A7: The company has a 90%+ historical client retention rate, indicating a strong commitment to longterm relationships with clients.
Q8: How much assets under management does CNR have, according to its latest update?
A8: As of October 31, 2024, CNR manages $68.2 billion in assets under management.
Q9: What is the company's structure and leadership team, as listed on its website?
A9: The company has an executive team led by Abel Montañez (CEO), Gregg Giaquinto (President), Charles Luke (CIO), Jim Papadakos (Sales Strategy, Advisor Engagement & Experience), Jennifer Tsai (Managing Director, Head of Client Service & Operations), Russell Launer (Managing Director, Head of Portfolio Management), Subir Prasad (Digital and Information Officer), among others.
Q10: What is the company's relationship with City National Bank, as mentioned in its website?
A10: CNR is a whollyowned subsidiary of City National Bank, indicating a close partnership between the two organizations.
Tax Payment
Title ：Сведения об уплаченных суммах налогов и сборов по данным ФНС от 02.10.2024 по ИНН 5038146128:
| Year | TaxName | Sum |
|---|---|---|
| 2023 | Налог на прибыль | 2 962 900 руб. |
| 2023 | Страховые взносы на обязательное медицинское страхование работающего населения, зачисляемые в бюджет Федерального фонда обязательного медицинского страхования | 12 554 руб. |
| 2023 | Страховые и другие взносы на обязательное пенсионное страхование, зачисляемые в Пенсионный фонд Российской Федерации | 673 525 руб. |
| 2023 | Налог на добавленную стоимость | 17 246 600 руб. |
| 2023 | Страховые взносы на обязательное социальное страхование на случай временной нетрудоспособности и в связи с материнством | 2 108 руб. |
| 2023 | НЕНАЛОГОВЫЕ ДОХОДЫ, администрируемые налоговыми органами | 0 руб. |
| 2023 | Суммы пеней | 0 руб. |
Financial Report
Title ：Результаты работы за 2023 год (по данным ФНС России):
| Code | Indicator | Meaning | Unit |
|---|---|---|---|
| Ф1.1110 | Нематериальные активы | 0 | тыс.руб. |
| Ф1.1120 | Результаты исследований и разработок | 0 | тыс.руб. |
| Ф1.1130 | Нематериальные поисковые активы | 0 | тыс.руб. |
| Ф1.1140 | Материальные поисковые активы | 0 | тыс.руб. |
| Ф1.1150 | Основные средства | 0 | тыс.руб. |
| Ф1.1160 | Доходные вложения в материальные ценности | 0 | тыс.руб. |
| Ф1.1170 | Финансовые вложения | 0 | тыс.руб. |
| Ф1.1180 | Отложенные налоговые активы | 0 | тыс.руб. |
| Ф1.1190 | Прочие внеоборотные активы | 0 | тыс.руб. |
| Ф1.1100 | Итого по разделу I - Внеоборотные активы | 0 | тыс.руб. |
| Ф1.1210 | Запасы | 0 | тыс.руб. |
| Ф1.1220 | Налог на добавленную стоимость по приобретенным ценностям | 0 | тыс.руб. |
| Ф1.1230 | Дебиторская задолженность | 39648 | тыс.руб. |
| Ф1.1240 | Финансовые вложения (за исключением денежных эквивалентов) | 100000 | тыс.руб. |
| Ф1.1250 | Денежные средства и денежные эквиваленты | 35638 | тыс.руб. |
| Ф1.1260 | Прочие оборотные активы | 0 | тыс.руб. |
| Ф1.1200 | Итого по разделу II - Оборотные активы | 175286 | тыс.руб. |
| Ф1.1600 | БАЛАНС (актив) | 175286 | тыс.руб. |
| Ф1.1310 | Уставный капитал (складочный капитал, уставный фонд, вклады товарищей) | 100 | тыс.руб. |
| Ф1.1320 | Собственные акции, выкупленные у акционеров | 0 | тыс.руб. |
| Ф1.1340 | Переоценка внеоборотных активов | 0 | тыс.руб. |
| Ф1.1350 | Добавочный капитал (без переоценки) | 0 | тыс.руб. |
| Ф1.1360 | Резервный капитал | 0 | тыс.руб. |
| Ф1.1370 | Нераспределенная прибыль (непокрытый убыток) | 5053 | тыс.руб. |
| Ф1.1300 | Итого по разделу III - Капитал и резервы | 5153 | тыс.руб. |
| Ф1.1410 | Заемные средства | 0 | тыс.руб. |
| Ф1.1420 | Отложенные налоговые обязательства | 0 | тыс.руб. |
| Ф1.1430 | Оценочные обязательства | 0 | тыс.руб. |
| Ф1.1450 | Прочие обязательства | 0 | тыс.руб. |
| Ф1.1400 | Итого по разделу IV - Долгосрочные обязательства | 0 | тыс.руб. |
| Ф1.1510 | Заемные средства | 0 | тыс.руб. |
| Ф1.1520 | Кредиторская задолженность | 170133 | тыс.руб. |
| Ф1.1530 | Доходы будущих периодов | 0 | тыс.руб. |
| Ф1.1540 | Оценочные обязательства | 0 | тыс.руб. |
| Ф1.1550 | Прочие обязательства | 0 | тыс.руб. |
| Ф1.1500 | Итого по разделу V - Краткосрочные обязательства | 170133 | тыс.руб. |
| Ф1.1700 | БАЛАНС (пассив) | 175286 | тыс.руб. |
| Ф2.2110 | Выручка | 306356 | тыс.руб. |
| Ф2.2120 | Себестоимость продаж | 258999 | тыс.руб. |
| Ф2.2100 | Валовая прибыль (убыток) | 47357 | тыс.руб. |
| Ф2.2210 | Коммерческие расходы | 0 | тыс.руб. |
| Ф2.2220 | Управленческие расходы | 34814 | тыс.руб. |
| Ф2.2200 | Прибыль (убыток) от продаж | 12543 | тыс.руб. |
| Ф2.2310 | Доходы от участия в других организациях | 0 | тыс.руб. |
| Ф2.2320 | Проценты к получению | 0 | тыс.руб. |
| Ф2.2330 | Проценты к уплате | 0 | тыс.руб. |
| Ф2.2340 | Прочие доходы | 130907 | тыс.руб. |
| Ф2.2350 | Прочие расходы | 128094 | тыс.руб. |
| Ф2.2300 | Прибыль (убыток) до налогообложения | 15356 | тыс.руб. |
| Ф2.2410 | Текущий налог на прибыль | -3075 | тыс.руб. |
| Ф2.2411 | Текущий налог на прибыль | 3075 | тыс.руб. |
| Ф2.2412 | Отложенный налог на прибыль | 0 | тыс.руб. |
| Ф2.2421 | В т.ч. постоянные налоговые обязательства (активы) | 0 | тыс.руб. |
| Ф2.2430 | Изменение отложенных налоговых обязательств | 0 | тыс.руб. |
| Ф2.2450 | Изменение отложенных налоговых активов | 0 | тыс.руб. |
| Ф2.2460 | Прочее | 0 | тыс.руб. |
| Ф2.2400 | Чистая прибыль (убыток) | 12281 | тыс.руб. |
| Ф2.2510 | Результат от переоценки внеобор.активов, не включ.в чистую прибыль(убыток) периода | 0 | тыс.руб. |
| Ф2.2520 | Результат от прочих операций, не включаемый в чистую прибыль (убыток) периода | 0 | тыс.руб. |
| Ф2.2530 | Налог на прибыль от операций, результат которых не включается в чистую прибыль | 0 | тыс.руб. |
| Ф2.2500 | Совокупный финансовый результат периода | 12281 | тыс.руб. |
| Ф2.2910 | Разводненная прибыль (убыток) на акцию | 0 | тыс.руб. |
| Ф2.2900 | Базовая прибыль (убыток) на акцию | 0 | тыс.руб. |
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