September 22, 2017 10:56 PM ET


Company Overview of Coates Analytics, LP

Company Overview

Coates Analytics, LP designs and develops distribution management systems for distribution and fund executives. It offers Intelligent Dashboard, which is a Web-based system that helps fund executives to turn data into fact-based decisions and actions; and Managed Money Dashboard, a Web-based solution that provides access to critical data and analytical tools. Coates Analytics, LP was formerly known as Board-Alert System, LP. The company was founded in 2003 and is based in Chadds Ford, Pennsylvania. As of December 7, 2007, Coates Analytics, LP was a subsidiary of PNC Global Investment Servicing Inc. Later, Coates Analytics, LP operates as a subsidiary of Pershing Group LLC.

1 Dickinson Drive

Brandywine Building Five

Suite 104

Chadds Ford, PA 19317

United States

Founded in 2003

Key Executives for Coates Analytics, LP

Chief Operation Officer
Head of Business Solutions
Vice President of Business Development
Director of Research
Vice President of Product Management and Development
Compensation as of Fiscal Year 2017.

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Recent Private Companies Transactions

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