Atlantic Creek Investment Management, LLC
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Learn more about Atlantic Creek Investment Management, LLC
Atlantic Creek Investment Management, LLC operates as an advisory company headquartered in New York, New York. The company administers $576.4 million in total assets across five customer accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). The company has a small team, including 14 financial advisors. Atlantic Creek Investment Management, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as options, bonds and stocks.
Atlantic Creek Investment Management, LLC oversees all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments for the client's account without needing to seek client consent. The company supervises about $115.3 million in assets for each customer account. The typical financial advisor at Atlantic Creek Investment Management, LLC manages fewer than one client account, making it one of the most personalized financial advisor firms in the country.
Atlantic Creek Investment Management, LLC's main office is at 525 Seventh Avenue, New York, New York 10018. Atlantic Creek Investment Management, LLC is legally allowed to serve investors in the state of Florida.
Assets Under Management
Number of Advisors
Atlantic Creek Investment Management, LLC by the Numbers
Fees for financial management are based on the financial services provided. However, fees charged by Atlantic Creek Investment Management, LLC most likely include the following fee structures: performance-based or other. Atlantic Creek Investment Management, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Offered by 10% of firms
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Find one of the 69% of firms that offer this fee type
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Types of Clients
The firm caters to pooled investment vehicles. Out of its five clients, Atlantic Creek Investment Management, LLC's biggest client by number of accounts is pooled investment vehicles. About 20% of its 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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Atlantic Creek Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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