Macellum Advisors, Lp
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Overview
Macellum Advisors, Lp operates as an advisory firm based in New York, New York. The firm has $189.1 million in assets throughout four customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 4 financial advisors. Macellum Advisors, Lp 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 company to do so. Securities are exchangable financial investments like bonds, equities and options.
Macellum Advisors, Lp oversees all of its accounts in a discretionary manner. Discretionary management means that transaction decisions for the client's account are made by a portfolio manager without requiring the client's approval. The investment advisory firm supervises roughly $47.3 million in assets for every customer account. An average advisor at Macellum Advisors, Lp administers about one client account, making it one of the most individualized advisor firms in the country.
Macellum Advisors, Lp's headquarters is at 60 Broad Street, New York, New York 10004.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Macellum Advisors, Lp by the Numbers
$189.1 million
5
4
$47.3 million
Fee Structure
Financial advisory fees largely are based on which service is provided. However, fee types billed by the company may include the following fee types: asset-based or performance-based. Macellum Advisors, Lp does not participate in a wrap fee program, in which the company offers a bundle of services 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 firm caters to pooled investment vehicles. Out of its four clients, Macellum Advisors, Lp's largest client group is pooled investment vehicles. 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
Macellum Advisors, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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