Bear Stearns Asset Management Inc
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Overview
Bear Stearns Asset Management Inc is an advisory company located in New York, New York. The firm administers $64.1 million in assets under management across 18 customer accounts. The company has a small team, including 6 financial advisors. Bear Stearns Asset Management Inc is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.
Bear Stearns Asset Management Inc oversees all of its accounts in a discretionary manner. Discretionary management means that transaction choices are made by an investment advisor without requiring client authorization. The company supervises about $3.6 million in assets for each customer account. An average financial advisor at Bear Stearns Asset Management Inc administers around three client accounts, making it one of the most individualized financial advisor firms in the country.
The firm's main office is at 383 Madison Avenue, New York, New York 10179-0001.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bear Stearns Asset Management Inc by the Numbers
$64.1 million
6
18
$3.6 million
Fee Structure
Fees charged by financial advisors largely are based on which services are offered. However, fee types billed by the firm can be comprised of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It caters to pooled investment vehicles. Out of its 18 customers, Bear Stearns Asset Management Inc's largest client is pooled investment vehicles. Around 28% of the company'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
Bear Stearns Asset Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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