Old Bellows Partners L.P
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Overview
Old Bellows Partners L.P is a financial advisory firm headquartered in New York, New York. The company manages $28.0 million in assets across four client accounts. The firm has a small team, including 5 financial advisors. Old Bellows Partners L.P does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as equities, bonds and options.
Old Bellows Partners L.P manages all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell judgments for the client's account are made by an investment advisor without needing the client's consent. The company manages about $7.0 million for each client account. An average financial advisor at Old Bellows Partners L.P manages fewer than one client account, making it one of the most personalized firms in the country.
Old Bellows Partners L.P's main office is located at 654 Madison Avenue, New York, New York 10065. The company is legally permitted to serve investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Old Bellows Partners L.P by the Numbers
$28.0 million
12
4
$7.0 million
Fee Structure
Financial advisory fees depend on the type of services provided. Fees charged by the company typically consist of the following fee structure: performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Old Bellows Partners L.P.
Available
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Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
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 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
The company works with pooled investment vehicles. Out of its four customers, Old Bellows Partners L.P's biggest client by number of accounts is pooled investment vehicles. Around 50% of the firm's accounts are non-U.S. persons.
- 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
Old Bellows Partners L.P does not have any disclosures.
Please visit its Form ADV for more details.
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