Lgt Clerestory LLC is a large advisory firm based in New York. It manages $230.76 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.
Lgt Clerestory provides portfolio management for pooled investment vehicles, selection of other advisers, and sponsor of limited partnerships. 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 Lgt Clerestory LLC is $230.76 million. The firm's AUM has grown by 162% 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 Lgt Clerestory 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.
The principal office where Lgt Clerestory LLC performs its advisory services is located at 1133 Avenue Of Americas, New York, NY 10036, 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 212-336-0650 or by fax 212-336-0699. The normal business hours are 9:00am - 6:00pm on Monday - Friday.