Vedette Asset Management, LLC is a large advisory firm based in Cambridge. It manages $230 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Massachusetts and Pennsylvania.
Vedette Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, 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 Vedette Asset Management, LLC is $230 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 Vedette Asset Management, 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 principal office where Vedette Asset Management, LLC performs its advisory services is located at 43 Thorndike St, Cambridge, MA 02141 1764, which is also the mailing address of the firm. An additional office of the firm is in Exton, PA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-575-7100 or by fax 617-588-0183. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.knottasset.com.