Myriad Asset Management Us Lp
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Overview
Myriad Asset Management Us Lp is a financial advisory firm that has its headquarters in West Palm Beach, Florida. It controls $611.0 million in assets over two accounts, making it one of the larger investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 5 financial advisors. Myriad Asset Management Us Lp is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like stocks, options and bonds.
Myriad Asset Management Us Lp oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by an investment advisor without needing to seek the client's consent. The firm's average account size is $305.5 million. The average advisor at Myriad Asset Management Us Lp oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The firm's central office is at 525 Okeechobee Blvd, West Palm Beach, Florida 33401. The firm is legally permitted to provide services to customers in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Myriad Asset Management Us Lp by the Numbers
$611.0 million
16
2
$305.5 million
Fee Structure
Financial advisory fees depend on the financial services offered. However, fee types charged by the firm likely include the following fee structures: asset-based or performance-based. The firm does not supply 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 caters to pooled investment vehicles. Out of its two clients, Myriad Asset Management Us Lp's largest client type is pooled investment vehicles. Around 100% of the company's clients are represented by non-U.S. persons.
- 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
Myriad Asset Management Us Lp does not have any disclosures.
Please visit its Form ADV for more details.
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