Astatine Investment Partners
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Overview
Astatine Investment Partners is an advisory company located in Greenwich, Connecticut. It has $3.4 billion in assets under management over 13 client accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). It has a small group, including 17 financial advisors. Astatine Investment Partners is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments like stocks, options and bonds.
Astatine Investment Partners oversees more than half of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell judgments for the client's account without requiring the customer's approval. It also administers one non-discretionary accounts with a total of $357.1 million in assets. The company's average account size is $264.9 million. An average financial advisor at Astatine Investment Partners manages fewer than one client account, making it one of the most individualized firms in the country.
The company's headquarters is located at 33 Benedict Place, Greenwich, Connecticut 6830. Astatine Investment Partners is registered to serve investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Astatine Investment Partners by the Numbers
$3.4 billion
24
13
$264.9 million
Fee Structure
Financial management fees usually vary depending on which services are offered. However, fee types billed by the firm likely are comprised of some blend of the following fee structures: asset-based, performance-based or other. Astatine Investment Partners does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm caters to pooled investment vehicles. Out of its 13 accounts, Astatine Investment Partners's biggest client type by number of accounts is pooled investment vehicles. Around 69% of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Astatine Investment Partners does not have any disclosures.
Please visit its Form ADV for more details.
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