Ancient Management Lp D/B/A Ancient
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Overview
Ancient Management Lp D/B/A Ancient operates as an advisory company headquartered in New York, New York. It oversees $250.0 million in total assets throughout one account, placing it in the mid-tier of firms in the United States by assets under management (AUM). It has a small group, including 8 financial advisors. Ancient Management Lp D/B/A Ancient does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as equities, options and bonds.
Ancient Management Lp D/B/A Ancient administers all of the company's client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction judgments without requiring the customer's approval. Ancient Management Lp D/B/A Ancient's typical account size is $250.0 million. An average financial advisor at Ancient Management Lp D/B/A Ancient administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The firm's central office is located at 512 West 22Nd Street, New York, New York 10011.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ancient Management Lp D/B/A Ancient by the Numbers
$250.0 million
10
1
$250.0 million
Fee Structure
Fees charged by financial advisors largely are based on which services are offered. Fee types billed by Ancient Management Lp D/B/A Ancient likely include some combination of the following fee types: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the firm 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
The company caters to pooled investment vehicles. Ancient Management Lp D/B/A Ancient's largest client type by number of accounts is pooled investment vehicles. None of the company's customers 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
Ancient Management Lp D/B/A Ancient does not have any disclosures.
Please visit its Form ADV for more details.
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