Lubert-Adler Management Company, L.P
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Learn more about Lubert-Adler Management Company, L.P
Overview
Lubert-Adler Management Company, L.P operates as a financial advisor firm that has its headquarters in Philadelphia, Pennsylvania. The company has $4.3 billion in total assets throughout 20 client accounts, making it one of the largest investment advisory firms in the United States by assets under management (AUM). The firm has a small team, including 22 financial advisors. Lubert-Adler Management Company, 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 like stocks, bonds and options.
Lubert-Adler Management Company, L.P administers the majority of its client assets on a discretionary basis. Discretionary management means that an investment advisor makes transaction judgments for the client's account without needing to seek the client's permission. The company also administers one non-discretionary accounts with a total of $189.8 million in assets under management. The company supervises roughly $212.5 million for each client account. An average advisor at Lubert-Adler Management Company, L.P oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
The firm's central office is located at 2400 Market Street, Philadelphia, Pennsylvania 19103-3033. The firm is legally registered to provide services to clients throughout a few states, including Georgia and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lubert-Adler Management Company, L.P by the Numbers
$4.3 billion
35
20
$212.5 million
Fee Structure
Fees charged by financial advisors usually vary depending on which service is provided. Fees billed by Lubert-Adler Management Company, L.P can consist of the following fee structures: asset-based, performance-based or other. The firm 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
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm caters to pooled investment vehicles. Out of its 20 customers, Lubert-Adler Management Company, L.P's biggest client by number of accounts is pooled investment vehicles. None of the company's accounts 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
Lubert-Adler Management Company, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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