Axial Reade Capital, Lp
Answer a few questions and
get matched with an advisor.
Learn more about Axial Reade Capital, Lp
Overview
Axial Reade Capital, Lp operates as a financial advisory firm based in New York, New York. The company has $591.4 million in assets throughout five accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). It has a small group, including 4 financial advisors. Axial Reade Capital, Lp is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as options, bonds and stocks.
Axial Reade Capital, Lp oversees all of the company's accounts in a discretionary manner. Discretionary management signifies that transaction judgments are made by a portfolio manager without needing client authorization. The advisory firm supervises roughly $118.3 million for each client account. An average advisor at Axial Reade Capital, Lp manages about one client account, making it one of the most individualized firms in the country.
Axial Reade Capital, Lp's headquarters is at 250 Greenwich Street, New York, New York 10007.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Axial Reade Capital, Lp by the Numbers
$591.4 million
5
5
$118.3 million
Fee Structure
Financial management fees are based on the type of financial services provided. However, fees billed by Axial Reade Capital, Lp most likely include the following fee structures: asset-based or performance-based. The company 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
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 firm provides services to pooled investment vehicles. Out of its five customers, Axial Reade Capital, Lp's biggest client type by number of accounts is pooled investment vehicles. None 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Axial Reade Capital, Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.