Thinkshop Advisors LLC
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Overview
Thinkshop Advisors LLC is an advisory company headquartered in Melville, New York. It oversees $25.7 million in assets across five customer accounts. The company has a small team, including 1 financial advisor. Thinkshop Advisors LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as options, bonds and stocks.
Thinkshop Advisors LLC oversees all of the company's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell decisions for the client's account without needing to seek client consent. The investment advisory firm oversees an average of $5.1 million in assets for each account. The typical advisor at Thinkshop Advisors LLC administers around five client accounts, placing it among the most individualized advisor firms in the country.
The firm's main office is located at 200 Broadhollow Road, Melville, New York 11747. It is allowed to provide services to investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Thinkshop Advisors LLC by the Numbers
$25.7 million
3
5
$5.1 million
Fee Structure
Fees for financial advice vary depending on the financial services provided. Fee types charged by Thinkshop Advisors LLC most likely include any combination of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm works with retail investors, high net worth investors and pooled investment vehicles. Out of its five customers, Thinkshop Advisors LLC's biggest client type is high net worth investors, although it also caters to three high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 60%
- Other Individuals - 20%
- Corporations - 20%
- 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
Thinkshop Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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