Carl M. Loeb Advisory Partners L.P. is a large advisory firm based in New York. It manages $119.14 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010.
Carl M. Loeb Advisory Partners provides portfolio management for investment companies and portfolio management for businesses and institutional clients. 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 Carl M. Loeb Advisory Partners L.P. is $119.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 648% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Carl M. Loeb Advisory Partners L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Lenox Kempner has been acting as President since 1 Dec 2009. Jamie Ivan Grossman joined the executive team most recently as the Chief Operating Officer.
The principal office where Carl M. Loeb Advisory Partners L.P. performs its advisory services is located at 125 Broad Street, 14 Th Floor, New York, NY 10004, 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 212-483-7000 or by fax 212-574-2001. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.loebcap.com.