Msress Iii Manager, L.L.C
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Overview
Msress Iii Manager, L.L.C is a financial advisor firm headquartered in New York, New York. It oversees $67.2 million in assets under management across one client account. The company has a large group, including 171 financial advisors. Msress Iii Manager, L.L.C does not act as a registered broker-dealer, signifying that it is not able to 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 defined as exchangable financial assets such as stocks, options and bonds.
Msress Iii Manager, L.L.C administers all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction decisions for the client's account without requiring the customer's consent. The company manages about $67.2 million in assets for each client account. An average financial advisor at Msress Iii Manager, L.L.C administers fewer than one client account, making it one of the most individualized firms in the country.
Msress Iii Manager, L.L.C's main office is located at 1585 Broadway, New York, New York 10036. It is permitted to serve investors in the state of Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Msress Iii Manager, L.L.C by the Numbers
$67.2 million
347
1
$67.2 million
Fee Structure
Fees for financial management typically vary depending on which services are offered. However, fee types charged by Msress Iii Manager, L.L.C likely include the following fee types: asset-based or performance-based. Msress Iii Manager, L.L.C does not supply 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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Msress Iii Manager, L.L.C's biggest client type is pooled investment vehicles. None of its customers 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
Msress Iii Manager, L.L.C does not have any disclosures.
Please visit its Form ADV for more details.
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