Olstein Capital Management, L.P
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Overview
Olstein Capital Management, L.P is a financial advisory firm that has its headquarters in Purchase, New York. The company administers $790.3 million in total assets over two customer accounts, placing it among the larger firms in the nation by assets under management (AUM). It has a small group, including 7 financial advisors. Olstein Capital Management, L.P is not a registered broker-dealer, signifying that the advisor is not able to 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 exchangable financial assets such as stocks, bonds and options.
Olstein Capital Management, L.P oversees all of the firm's accounts on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make buy and sell choices for the client's account without requiring the client's authorization. The firm's average account size is $395.2 million. The average financial advisor at Olstein Capital Management, L.P oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
The firm's main office is at 4 Manhattanville Road, Purchase, New York 10577-2119. The firm is legally permitted to provide services to customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Olstein Capital Management, L.P by the Numbers
$790.3 million
13
2
$395.2 million
Fee Structure
Fees charged by financial advisors are based on which service is offered. Fees billed by Olstein Capital Management, L.P likely include the following fee types: asset-based or other. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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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 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company caters to investment companies. Out of its two customers, Olstein Capital Management, L.P's biggest client group by number of accounts is investment companies. None of its 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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Disclosures
Olstein Capital Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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