Camberlink LLC is a mid-sized advisory firm based in New York. It manages $40 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.
Camberlink provides portfolio management for businesses and institutional clients, publication of newsletters, and security ratings or pricing services. 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 Camberlink LLC is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% 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 Camberlink LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Susan B Comparato has been acting as President since 1 Jun 2013. Robert S Strong joined the executive team most recently as the Director.
The principal office where Camberlink LLC performs its advisory services is located at 135 West 50 Th Street, New York, NY 10020, 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 212-478-3800 or by fax 212-478-3850. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at camberlink.com.