Tbp Advisors Ltd is a large advisory firm based in Purchase. It manages $182.65 million of regulatory assets for 163 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Illinois, and 4 other states.
Tbp Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. 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 Tbp Advisors Ltd is $182.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% 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 Tbp Advisors Ltd 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.
Gerald Dana Levitz has been acting as President since 1 Jan 2000. Thomas Anthony Conte joined the executive team most recently as the S.V.P..
The principal office where Tbp Advisors Ltd performs its advisory services is located at 287 Bowman Avenue Suite 203, Purchase, NY 10577, 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 914-251-2940 or by fax 914-251-1049. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at tbpadvisors.com.