St. George Asset Management, LLC is a large advisory firm based in New York. It manages $225.09 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011.
St. George Asset Management provides manage private capital funds. 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 St. George Asset Management, LLC is $225.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% 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 St. George Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.
James Devlin joined the executive team most recently as the Chief Compliance Officer.
The principal office where St. George Asset Management, LLC performs its advisory services is located at 370 Lexington Ave., New York, NY 10017, 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 1 646 430 8628 or by fax 855 553 7006. The normal business hours are 9am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.stgeorgeam.com.