Iso-Mts Capital Management Lp
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Overview
Iso-Mts Capital Management Lp is a financial advisor company headquartered in Greenwich, Connecticut. The company has $182.1 million in assets under management across four accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 3 financial advisors. Iso-Mts Capital Management Lp does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as equities, bonds and options.
Iso-Mts Capital Management Lp administers all of the company's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments without needing client authorization. The advisory firm administers about $45.5 million in assets for every account. The average advisor at Iso-Mts Capital Management Lp manages around one client account, placing it among the most individualized financial advisor firms in the country.
The company's central office is at 411 West Putnam Ave, Greenwich, Connecticut 6830. Iso-Mts Capital Management Lp is legally registered to serve customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Iso-Mts Capital Management Lp by the Numbers
$182.1 million
5
4
$45.5 million
Fee Structure
A financial advisor's fees typically depend on the type of services provided. However, fees billed by Iso-Mts Capital Management Lp most likely consist of any combination of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Iso-Mts Capital Management Lp.
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
Iso-Mts Capital Management Lp caters to pooled investment vehicles and other. Out of its four clients, Iso-Mts Capital Management Lp's biggest client type by number of accounts is pooled investment vehicles. Around 50% of the company's customers reside abroad.
- 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
Iso-Mts Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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