Fitzwalter Capital (Us) LLC
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Overview
Fitzwalter Capital (Us) LLC is an advisory company headquartered in New York, New York. It handles $1.0 billion in assets over three client accounts, placing it among the bigger firms in the nation by assets under management (AUM). It has a small team, including 5 financial advisors. Fitzwalter Capital (Us) LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as bonds, stocks and options.
Fitzwalter Capital (Us) LLC oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which transaction choices are made by an investment advisor without requiring the client's approval. The investment advisory firm's typical account size is $335.5 million. An average financial advisor at Fitzwalter Capital (Us) LLC administers fewer than one client account, placing it among the most personalized firms in the country.
Fitzwalter Capital (Us) LLC's headquarters is at 17 State Street, New York, New York 10004.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fitzwalter Capital (Us) LLC by the Numbers
$1.0 billion
5
3
$335.5 million
Fee Structure
A financial advisor's fees usually are based on which services are provided. Fees billed by the company typically consist of the following fee structure: fixed. The company does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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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 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its three clients, Fitzwalter Capital (Us) LLC's largest client by number of accounts is pooled investment vehicles. Around 100% of its clients 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
Fitzwalter Capital (Us) LLC does not have any disclosures.
Please visit its Form ADV for more details.
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