Advantage Advisers Management, LLC
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Overview
Advantage Advisers Management, LLC operates as an advisory company headquartered in New York, New York. It manages $301.5 million in total assets throughout three client accounts, making it a mid-tier firm in the United States by assets under management (AUM). Advantage Advisers Management, LLC has a small team, including 4 financial advisors. Advantage Advisers Management, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as options, bonds and stocks.
Advantage Advisers Management, LLC oversees all of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell judgments for the client's account without needing to seek client consent. The company's typical account size is $100.5 million. The average advisor at Advantage Advisers Management, LLC administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The company's headquarters is at 85 Broad Street, New York, New York 10004.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Advantage Advisers Management, LLC by the Numbers
$301.5 million
18
3
$100.5 million
Fee Structure
Fees for financial management usually depend on which services the firm provides the client. Fee types charged by the company can include some combination of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm 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
Advantage Advisers Management, LLC provides services to pooled investment vehicles. Out of its three customers, Advantage Advisers Management, LLC's largest client type 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
Advantage Advisers Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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