Column Park Asset Management, Lp
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Overview
Column Park Asset Management, Lp is a financial advisory company based in Cocoa Beach, Florida. The company manages $186.2 million in total assets throughout six customer accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). Column Park Asset Management, Lp has a small group, including 2 financial advisors. Column Park Asset Management, Lp is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as bonds, options and equities.
Column Park Asset Management, Lp oversees all of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell choices without requiring client consent. The investment advisory firm's typical account size is $31.0 million. The average advisor at Column Park Asset Management, Lp administers around three client accounts, making it one of the most individualized financial advisor firms in the country.
The firm's headquarters is located at 1980 North Atlantic Avenue, Cocoa Beach, Florida 32931.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Column Park Asset Management, Lp by the Numbers
$186.2 million
4
6
$31.0 million
Fee Structure
Fees charged by financial advisors usually vary depending on the type of financial services offered. Fees charged by the firm likely consist of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles, pension plans and other. Out of its six customers, Column Park Asset Management, Lp's biggest client type is pooled investment vehicles. About 83% of the company'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
Column Park Asset Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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