Mid Ocean Associates, Spc is a large advisory firm based in New York. It manages $1.8 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New York.
Mid Ocean Associates, Spc provides portfolio management for pooled investment vehicles and 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.
The assets under management (AUM) of Mid Ocean Associates, Spc is $1.8 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mid Ocean Associates, Spc for their services and products based on a percentage of assets under management. 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 Mid Ocean Associates, Spc performs its advisory services is located at 320 Park Avenue, New York, NY 10022, 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 212-497-1400 or by fax 212-497-1373. The normal business hours are 9:00-5:00 on Monday - Friday.