Aew Capital Management Lp
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Overview
Aew Capital Management Lp operates as an advisory company located in Boston, Massachusetts. The firm has $4.1 billion in assets across 27 accounts, making it one of the largest firms in the nation by assets under management (AUM). The company has a large team, including 196 financial advisors. Aew Capital Management Lp is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like bonds, options and equities.
Aew Capital Management Lp manages all of its accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions for the client's account without needing to seek client permission. The firm's average account size is $152.5 million. An average financial advisor at Aew Capital Management Lp oversees fewer than one client account, making it one of the most individualized firms in the country.
The company's central office is at Two Seaport Lane, Boston, Massachusetts 02210-2021. The company is legally permitted to serve customers across 50 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Aew Capital Management Lp by the Numbers
$4.1 billion
337
27
$152.5 million
Fee Structure
Financial advisory fees depend on the type of financial services offered. Fees charged by Aew Capital Management Lp may include some blend of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are 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 company works with investment companies, pooled investment vehicles and corporations. Out of its 27 clients, Aew Capital Management Lp's largest client is pooled investment vehicles. Around 18% of the firm's clients 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
Aew Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Aew Capital Management Lp
Boston, MA
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