Ssb Private Management LLC (New York)


Ssb Private Management LLC is a large advisory firm based in New York. It manages $782.76 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.

Ssb Private Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ssb Private Management: assets under management

The assets under management (AUM) of Ssb Private Management LLC is $782.76 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $782.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.97 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ssb Private Management 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.

Careers at Ssb Private Management LLC

Edward James Orazem has been acting as President since 1 Apr 1999. Robert Anthony Case joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Ssb Citi Fund Management Llc Shareholder 1 Jun 1998 75% - 100% 106323
Jay Phillip Mandelbaum Executive vice president 1 Jun 1998 Other 2478764
James Deluise Chief financial officer and chief administrative officer 1 Jun 1998 Other 4376226
Edward James Orazem President 1 Apr 1999 Other 2601590
Leonard P Larrabee Chief legal officer 1 May 1999 Other 3057278
Silvina Di Giueseppi Vice president - compliance 1 Aug 2000 Other 4376238
Robert Anthony Case Executive vice president 1 Nov 2000 Other 1367765
Carolyn Jo Cole Senior vice president 1 Nov 2000 Other 1367100

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Salomon Smith Barney Holdings Inc. Shareholder 1 Jun 1998 75% - 100% 22-1660266
Citigroup Inc. Shareholder 1 Jun 1998 75% - 100% 52-1568099

Based in New York

The principal office where Ssb Private Management LLC performs its advisory services is located at 388 Greenwich Street, New York, NY 10013, 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 212-816-1088 or by fax 212-816-0720. The normal business hours are 9:00am-5:00pm on Monday - Friday.