Melchior LLC (New York)

Melchior LLC is a large advisory firm based in New York. It manages $354.44 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017.

Melchior 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.

Melchior: assets under management

The assets under management (AUM) of Melchior LLC is $354.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% since the beginning of its operation, and $354.44 million of the total AUM is attributable to clients outside of the United States.

The firm manages $354.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.22 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Melchior 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.

What kind of clients Melchior serves?

The only and largest group of clients of Melchior is pooled investment vehicles with 2 clients and $354.44 million of assets under management. Among the 8 most similar advisory firms, Melchior has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $354.44 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.

Melchior doesn't advise any private funds.

Careers at Melchior LLC

The company employs 3 people that are either part- or full-time employees. 100 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.

Dalton Capital (Holdings) Limited joined the executive team most recently as the Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dalton Capital (Holdings) Limited	Manager	1 Feb 2017	75% - 100%	foreign
Maurice Patrick Connors	Chief financial officer	1 Feb 2017	Other	6440873
Wencesias Von Liechtenstein	Chief executive officer	1 Feb 2017	Other	6762148
Thomas David Alcock	Chief operating officer and chief compliance officer	1 Feb 2017	Other	6763684
Monica Comyns	Chief compliance officer	1 Feb 2017	Other	6761184

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Leonard English Charlton	Shareholder	1 Feb 2017	25% - 50%	6446220

Based in New York

The principal office where Melchior LLC performs its advisory services is located at 140 East 45 Th Street, New York, NY 10017, 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 212 521 8484. The normal business hours are 8 am - 6 pm on Monday - Friday.