Allies Capital Management
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Learn more about Allies Capital Management
Overview
Allies Capital Management operates as a financial advisor company based in New York, New York. It has $25.0 million in assets under management throughout one client account. The firm has a small team, including 1 financial advisor. Allies Capital Management is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like options, bonds and stocks.
Allies Capital Management administers all of the company's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions without requiring client consent. The investment advisory firm's typical account size is $25.0 million. The typical advisor at Allies Capital Management administers about one client account, making it one of the most individualized advisor firms in the country.
Allies Capital Management's central office is located at 640 Fifth Avenue 12Th Floor, New York, New York 10019.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Allies Capital Management by the Numbers
$25.0 million
2
1
$25.0 million
Fee Structure
Financial management fees largely vary depending on which services are provided. However, fee types charged by the company most likely are comprised of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to corporations. Allies Capital Management's largest client type is corporations. None of the firm's clients are represented by people 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
Allies Capital Management 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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