Preswick Capital Management, LLC (Media)

Name: Preswick Capital Management, LLC
Address: 1400 North Providence Road, Suite 1080, Media, PA, 19063
Telephone: 610-565-3463

Preswick Capital Management, LLC is a large advisory firm based in Media. It manages $105 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, Florida, New Jersey, New York, and Pennsylvania.

Preswick Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Preswick Capital Management: assets under management

The assets under management (AUM) of Preswick Capital Management, LLC is $105 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $105 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $233.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Preswick Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Careers at Preswick Capital Management, LLC

Anthony J Gambacorta has served as the Chief Investment Officer since 1 Oct 1998. Frank Peter Orlando joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony J Gambacorta	Managing member/chief investment officer	1 Oct 1998	Other	1695203
Llc Curtis Financial Advisors	Member	1 Feb 2000	75% - 100%	23-3024511

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Frank Peter Orlando	Member	1 Feb 2001	50% - 75%	4057237
Frank Orlando	Member	1 Feb 2001	75% - 100%	4057237
Ciaruffoli Robert	Ceo	1 Feb 2001	75% - 100%	4597736

Based in Media

The principal office where Preswick Capital Management, LLC performs its advisory services is located at 1400 North Providence Road, Suite 1080, Media, PA 19063, 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 610-565-3463 or by fax 610-891-0463. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.parentenet.com.