Bennett Lawrence Management LLC is a large advisory firm based in New York. It manages $437.43 million of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Delaware, and 6 other states.
Bennett Lawrence Management 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 Bennett Lawrence Management LLC is $437.43 million. The firm's AUM has gone down by -72% 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 Bennett Lawrence Management 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.
The principal office where Bennett Lawrence Management LLC performs its advisory services is located at One Grand Central Place, New York, NY 10165, 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 212-508-6400 or by fax 212-593-9647. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at bennettlawrence.com.