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12 Meter Management, LP (Greenwich)


12 Meter Management, LP is an adviser based in Greenwich. It manages $40 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Connecticut.

12 Meter Management provides portfolio management for individuals and small businesses 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.

12 Meter Management: assets under management

The assets under management (AUM) of 12 Meter Management, LP is $40 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay 12 Meter Management, LP 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.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Louis Irving Margolis Managing member, select advisors 1 Nov 1997 50% - 75% 319771
Janis Lynn Hearrell Managing member, select advisors 1 Nov 1997 50% - 75% 5439760
Janis Lynn Hearrell Managing member, select advisors 1 Nov 1999 50% - 75% 5439760
Janis Lynn Hearrell Managing member, gmta 1 Apr 2003 25% - 50% 5439760
Louis Irving Margolis Managing member, gmta 1 Apr 2003 25% - 50% 319771
Peter Lewis Zurkow Member, gmta 1 Nov 2007 25% - 50% 1591046

Based in Greenwich

The principal office where 12 Meter Management, LP performs its advisory services is located at 49 Greenwich Avenue, Greenwich, CT 06830 The mailing address of the firm is P.O. Box 1648, Greenwich, CT 06836. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-661-2220 or by fax 203-661-2213. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday.


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