Mass Ave Global Inc
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Overview
Mass Ave Global Inc is an advisory firm located in New York, New York. Mass Ave Global Inc handles $878.1 million in assets over 12 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management (AUM). It has a small team, including 8 financial advisors. Mass Ave Global Inc is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments such as bonds, equities and options.
Mass Ave Global Inc 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 decisions for the client's account without needing client permission. The firm's average account size is $73.2 million. The average advisor at Mass Ave Global Inc oversees around two client accounts, placing it among the most individualized firms in the country.
Mass Ave Global Inc's headquarters is at 527 Madison Ave, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mass Ave Global Inc by the Numbers
$878.1 million
8
12
$73.2 million
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by the firm most likely consist of any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
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
It works with pooled investment vehicles. Out of its 12 customers, Mass Ave Global Inc's largest client by number of accounts is pooled investment vehicles. About 92% of its customers 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
Mass Ave Global Inc does not have any disclosures.
Please visit its Form ADV for more details.
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