First Sentier Investors (Us) LLC
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Overview
First Sentier Investors (Us) LLC is a financial advisory firm based in New York, New York. The firm controls $105.2 million in assets throughout three customer accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). First Sentier Investors (Us) LLC has an average-sized team, including 16 financial advisors. First Sentier Investors (Us) LLC is not a registered broker-dealer, signifying that 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 exchangable fiscal investments like bonds, options and stocks.
First Sentier Investors (Us) LLC administers all of the company's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell choices without needing the client's approval. First Sentier Investors (Us) LLC's typical account size is $35.1 million. An average advisor at First Sentier Investors (Us) LLC manages fewer than one client account, making it one of the most individualized firms in the country.
The firm's central office is at 10 East 53Rd St, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
First Sentier Investors (Us) LLC by the Numbers
$105.2 million
44
3
$35.1 million
Fee Structure
Fees for financial advice usually depend on which services the firm provides the client. Fees billed by the company typically consist of the following fee structure: asset-based. First Sentier Investors (Us) LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with investment companies and pooled investment vehicles. Out of its three accounts, First Sentier Investors (Us) LLC's largest client by number of accounts is investment companies. None of the firm's customers 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
First Sentier Investors (Us) LLC does not have any disclosures.
Please visit its Form ADV for more details.
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