Dlj Lbo Plans Management Corp is a large advisory firm based in New York. It manages $1.89 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Dlj Lbo Plans Management Corp provides market timing 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 Dlj Lbo Plans Management Corp is $1.89 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% 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 Dlj Lbo Plans Management Corp 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.
George Ronald Hornig has been acting as President since 1 Mar 2003. Eileen E Ryan joined the executive team most recently as the Chief Compliance Officer.
The principal office where Dlj Lbo Plans Management Corp performs its advisory services is located at 11 Madison Avenue, 16 Th Floor, New York, NY 10010, 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 212-325-2000 or by fax 212-325-6100. The normal business hours are 9:00 am - 5:00pm on Monday - Friday.