Staley Capital Advisers Inc is a large advisory firm based in Pittsburgh. It manages $1.78 billion of regulatory assets for 804 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 8 other states.
Staley Capital Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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 Staley Capital Advisers Inc is $1.78 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 889% 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 Staley Capital Advisers Inc 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of Staley Capital Advisers is high net worth individuals with 198 clients and $1.2 billion of assets under management. Among the 10 most similar advisory firms, Staley Capital Advisers has the 5th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.74 billion for 340 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Staley Capital Advisers also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $150,000 for each fund.
The company employs 11 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Staley Capital Advisers Inc performs its advisory services is located at One Oxford Centre, Pittsburgh, PA 15219, 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 412-394-1292 or by fax 412-394-1298. The normal business hours are 9 a.m. - 5 p.m. est on Monday - Friday. You can find more information about the New York firm at staleycap.com.