Auribeau LLC is a large advisory firm based in New York. It manages $407.05 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2015.
Auribeau provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Auribeau LLC is $407.05 million. The firm's AUM has gone down by -5% since the beginning of its operation, and $198.99 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Auribeau LLC 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, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Auribeau is high net worth individuals with 2 clients and $200.79 million of assets under management. Among the 12 most similar advisory firms, Auribeau has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $407.05 million for 13 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 54% of the firm’s clients are foreign persons or businesses.
Auribeau doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Auribeau LLC performs its advisory services is located at 156 West 56 Th Street, New York, NY 10019, 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 212-698-0700 or by fax 212-262-0155. The normal business hours are 9 am - 5 pm on Monday - Friday.