Lily Pond Capital Management LLC is a large advisory firm based in New York. It manages $426 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.
Lily Pond Capital 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.
The assets under management (AUM) of Lily Pond Capital Management LLC is $426 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 114% 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 Lily Pond Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Edwin Buchen has been acting as President since 1 Sep 2003. Brian Quartarolo joined the executive team most recently as the Director.
The principal office where Lily Pond Capital Management LLC performs its advisory services is located at 450 Park Avenue, New York, NY 10022, 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 646-572-4600 or by fax 212 906-9040. The normal business hours are 9-5 on Monday - Friday.