Alvarez & Marsal Asset Management Services, LLC is a large advisory firm based in New York. It manages $2.71 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, and New York.
Alvarez & Marsal Asset Management Services provides 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 Alvarez & Marsal Asset Management Services, LLC is $2.71 billion. The firm's AUM has gone down by -15% since the beginning of its operation, and $2.16 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Alvarez & Marsal Asset Management Services, LLC for their services and products based on hourly charges and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Alvarez & Marsal Asset Management Services is pooled investment vehicles with 6 clients and $2.2 billion of assets under management. Among the 8 most similar advisory firms, Alvarez & Marsal Asset Management Services has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.2 billion for 6 clients. 71% of the firm’s clients are foreign persons or businesses.
Alvarez & Marsal Asset Management Services also advises several private funds. Namely, two securitized asset funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 12 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Alvarez & Marsal Asset Management Services, LLC performs its advisory services is located at 600 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-759-4433. The normal business hours are 8:30 a.m to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at alvarezandmarsal.com.