Ngam Advisors, L.P. is a large advisory firm based in Boston. It manages $18.43 billion of regulatory assets for 22,429 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Ngam Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, selection of other advisers, and overlay portfolio management and model research provider.. 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 Ngam Advisors, L.P. is $18.43 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 201% since the beginning of its operation, and $137.12 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ngam Advisors, L.P. for their services and products based on a percentage of assets under management and fixed 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.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Ngam Advisors is investment companies with 19 clients and $3.59 billion of assets under management. Among the 10 most similar advisory firms, Ngam Advisors has the 3rd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $7.96 billion for 3,178 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Ngam Advisors doesn't advise any private funds.
The company employs 453 people that are either part- or full-time employees. 12 percent of the employees work as investment advisers or researchers. 54 employees are registered as investment adviser representatives with the state securities authorities.
There are 8 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Ngam Advisors, L.P. performs its advisory services is located at 888 Boylston Street, Boston, MA 02199, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-449-2822 or by fax 617-449-2847. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at ngam.natixis.com.