Mantle Ridge Lp
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Mantle Ridge Lp is an advisory firm based in New York, New York. The company manages $4.6 billion in total assets over nine accounts, placing it among the biggest firms in the nation by assets under management (AUM). The company has a small group, including 4 financial advisors. Mantle Ridge Lp is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like bonds, options and equities.
Mantle Ridge Lp oversees all of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without requiring client approval. The company oversees roughly $511.2 million in assets for every account. The average financial advisor at Mantle Ridge Lp administers about two client accounts, placing it among the most personalized financial advisor firms in the country.
The company's headquarters is located at 712 Fifth Avenue, New York, New York 10019.
Assets Under Management
Number of Advisors
Mantle Ridge Lp by the Numbers
Fees for financial management vary depending on the type of services offered. Fees billed by the firm most likely consist of any blend of the following fee structures: asset-based or performance-based. Mantle Ridge Lp does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Offered by 69% of firms
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.
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.
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.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
Mantle Ridge Lp provides services to pooled investment vehicles. Out of its nine clients, Mantle Ridge Lp's biggest client is pooled investment vehicles. Around 100% of the company's 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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Mantle Ridge Lp does not have any disclosures.
Please visit its Form ADV for more details.
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