Aeref Management, LLC
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Overview
Aeref Management, LLC is a financial advisor company located in New York, New York. It has $15.8 million in assets over one customer account. The firm has a small group, including 7 financial advisors. Aeref Management, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like bonds, options and equities.
Aeref Management, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell choices without needing to seek client approval. The firm supervises about $15.8 million for each client account. The typical advisor at Aeref Management, LLC manages fewer than one client account, placing it among the most individualized firms in the country.
The firm's central office is at 1065 Avenue Of The Americas,, New York, New York 10018-0385. It is allowed to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Aeref Management, LLC by the Numbers
$15.8 million
15
1
$15.8 million
Fee Structure
Financial advisory fees largely are based on the type of services provided. Fees billed by Aeref Management, LLC can be comprised of any combination of the following fee types: asset-based or performance-based. Aeref Management, LLC does not supply a wrap fee program, in which the company offers a bundle of services 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
The firm provides services to pooled investment vehicles. Aeref Management, LLC's biggest client group by number of accounts is pooled investment vehicles. None of the company's clients are 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
Aeref Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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