Par Four Investment Management, LLC (Woodcliff Lake)

Par Four Investment Management, LLC is a large advisory firm based in Woodcliff Lake. It manages $1.79 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New Jersey.

Par Four Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Par Four Investment Management: assets under management

The assets under management (AUM) of Par Four Investment Management, LLC is $1.79 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 108% since the beginning of its operation, and $1.79 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.79 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $223.96 million each.

Par Four Investment Management has custody of $15.87 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in non-investment grade corporate bonds the most. They account for 57% of the total AUM. The second-largest asset type is other assets, which make up 22% of the firm’s portfolio. Investments in non-exchange traded securities form 13% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Par Four Investment Management, LLC for their services and products based on a percentage of assets under management, fixed fees, 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.

What kind of clients Par Four Investment Management serves?

The only and largest group of clients of Par Four Investment Management is pooled investment vehicles with 7 clients and $1.69 billion of assets under management. Among the 13 most similar advisory firms, Par Four Investment Management has the 6th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.69 billion for 7 clients. 88% of the firm’s clients are foreign persons or businesses.

Par Four Investment Management also advises several private funds. Namely, one hedge fund and four securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.

Careers at Par Four Investment Management, LLC

The company employs 14 people that are either part- or full-time employees. 64 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Brian Burke	Managing member	1 Jan 2003	75% - 100%	1276864
Edward F Labrenz	Cfo/cco	1 Nov 2004	Other	2638224

Based in Woodcliff Lake

The principal office where Par Four Investment Management, LLC performs its advisory services is located at 50 Tice Boulevard, Woodcliff Lake, NJ 07677, 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 201-573-7500 or by fax 201-573-7535. The normal business hours are 9:00am - 5:00pm on Monday - Friday.