Mc Asset Management Holdings, LLC is a large advisory firm based in Stamford. It manages $175.31 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.
Mc Asset Management Holdings provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. 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 Mc Asset Management Holdings, LLC is $175.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 71% 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 Mc Asset Management Holdings, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Harutaka Ishikawa joined the executive team most recently as the Member Board Of Managers.
The principal office where Mc Asset Management Holdings, LLC performs its advisory services is located at Six Landmark Square, Stamford, CT 06901, 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 203-487-6700 or by fax 203-487-6720. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at us.mcasset.com.