Burkehill Global Management, Lp
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Overview
Burkehill Global Management, Lp is a financial advisory firm with an address at 444 Madison Ave, New York, New York, 10022. The firm is registered in New York state. It has $373.1 million in assets under management (AUM), classifying it as a large-sized firm.
The firm oversees one account, which is a discretionary account. In this type of account, the firm has the authority to make investment decisions without requiring approval from the client for each transaction. The firm does not oversee any non-discretionary accounts, where the client would make the final decision on all transactions.
Burkehill Global Management, Lp employs four financial advisors. The firm's services include portfolio management for pooled investment vehicles. Pooled investment vehicles are funds from several individual investors that are combined for the purposes of investment, such as a mutual fund.
The firm has the ability to use different types of fee structures, including fixed, performance-based, and other types. However, it does not participate in a wrap fee program, which is a comprehensive charge that includes all management fees and expenses.
Burkehill Global Management, Lp works with pooled investment vehicles, which are also its largest client type by accounts. This indicates that the firm's primary clientele are investors who contribute to a collective fund that is then overseen by the firm.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Burkehill Global Management, Lp by the Numbers
$373.1 million
9
1
$373.1 million
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by the firm most likely consist of the following fee structures: fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
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 0% of firms that offer this fee type
Subscription
Types of Clients
The firm works with pooled investment vehicles. Burkehill Global Management, Lp's biggest client group by number of accounts is pooled investment vehicles. About 100% of the firm's clients are represented by people from outside of the U.S.
- 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
Burkehill Global Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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