Richbrook Advisors, Lp
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Overview
Richbrook Advisors, Lp operates as an advisory company headquartered in New York, New York. It oversees $592.3 million in total assets across 12 customer accounts, making it one of the larger firms in the country by assets under management (AUM). The company has a small group, including 5 financial advisors. Richbrook Advisors, Lp does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as stocks, bonds and options.
Richbrook Advisors, Lp administers most of its client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction judgments without requiring the client's approval. It also oversees one non-discretionary accounts totaling $4.5 million in AUM. The advisory firm manages about $49.4 million in assets for every account. An average financial advisor at Richbrook Advisors, Lp manages about two client accounts, making it one of the most personalized advisor firms in the country.
The company's main office is located at 540 Madison Avenue, New York, New York 10022. It is legally allowed to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Richbrook Advisors, Lp by the Numbers
$592.3 million
7
12
$49.4 million
Fee Structure
Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by the firm likely are comprised of the following fee structures: asset-based or performance-based. The company does not participate in 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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with investment companies and pooled investment vehicles. Out of its 12 clients, Richbrook Advisors, Lp's largest client is pooled investment vehicles. About 25% of the company's clients are represented by 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
Richbrook Advisors, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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