Aladdin Newco LLC is a large advisory firm based in Stamford. It manages $102.3 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Connecticut.
Aladdin New 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 Aladdin Newco LLC is $102.3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aladdin Newco 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.
Kenji (Nmn) Kobayashi joined the executive team most recently as the Chief Operating Officer.
The principal office where Aladdin Newco LLC performs its advisory services is located at Six Landmark Square, Stamford, CT 06901, 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 203-487-6700 or by fax 203-487-6720. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday.