Onex Falcon Investment Advisors, LLC
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Learn more about Onex Falcon Investment Advisors, LLC
Overview
Onex Falcon Investment Advisors, LLC operates as an advisory company headquartered in Boston, Massachusetts. The company handles $4.6 billion in total assets throughout 16 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). The company has an average-sized group, including 32 financial advisors. Onex Falcon Investment Advisors, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as equities, bonds and options.
Onex Falcon Investment Advisors, LLC administers all of the company's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell decisions for the client's account are made by a portfolio manager without needing to seek client permission. The firm administers an average of $289.0 million for every customer account. The average advisor at Onex Falcon Investment Advisors, LLC manages fewer than one client account, placing it among the most personalized firms in the country.
Onex Falcon Investment Advisors, LLC's central office is at 21 Custom House Street, 10Th Floor, Boston, Massachusetts 2110. The company is allowed to provide services to clients across a number of states, including Massachusetts and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Onex Falcon Investment Advisors, LLC by the Numbers
$4.6 billion
51
16
$289.0 million
Fee Structure
A financial advisor's fees are based on which service is offered. However, fee types billed by the company can consist of some blend of the following fee structures: asset-based or performance-based. Onex Falcon Investment Advisors, LLC does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive 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
The company provides services to business development companies and pooled investment vehicles. Out of its 16 accounts, Onex Falcon Investment Advisors, LLC's biggest client group is pooled investment vehicles. About 50% of the firm'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
Onex Falcon Investment Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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