Anabranch Capital Management, Lp
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Overview
Anabranch Capital Management, Lp is a financial advisor firm based in New York, New York. Anabranch Capital Management, Lp handles $143.0 million in assets under management across three customer accounts, making it a mid-tier firm in the country by assets under management (AUM). The company has a small team, including 2 financial advisors. Anabranch Capital Management, Lp is not a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like stocks, bonds and options.
Anabranch Capital Management, Lp oversees all of the company's accounts on a discretionary basis. Discretionary management means that transaction choices are made by an investment advisor without requiring client consent. Anabranch Capital Management, Lp's average account size is $47.7 million. An average financial advisor at Anabranch Capital Management, Lp oversees around two client accounts, making it one of the most personalized firms in the country.
The firm's headquarters is at 61 Broadway, New York, New York 10006.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Anabranch Capital Management, Lp by the Numbers
$143.0 million
3
3
$47.7 million
Fee Structure
Financial advisory fees typically depend on which services the firm provides the client. Fee types billed by the firm can consist of some combination of the following fee structures: asset-based or other. Anabranch Capital Management, Lp does not participate in 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 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
It caters to pooled investment vehicles. Out of its three customers, Anabranch Capital Management, Lp's largest client group by number of accounts is pooled investment vehicles. Around 67% of the firm's clients reside abroad.
- 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
Anabranch Capital Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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