Csl Iii Advisor, LLC
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Overview
Csl Iii Advisor, LLC is a financial advisory company based in New York, New York. It has $214.8 million in total assets throughout one account, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). Csl Iii Advisor, LLC has a large team, including 153 financial advisors. Csl Iii Advisor, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like stocks, options and bonds.
Csl Iii Advisor, LLC oversees all of the company's client assets in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by an investment advisor without requiring client authorization. Csl Iii Advisor, LLC administers roughly $214.8 million in assets for each customer account. The average financial advisor at Csl Iii Advisor, LLC administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
Csl Iii Advisor, LLC's main office is located at One Vanderbilt Ave, Suite 3400, New York, New York 10017. Csl Iii Advisor, LLC is legally allowed to provide services to clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Csl Iii Advisor, LLC by the Numbers
$214.8 million
297
1
$214.8 million
Fee Structure
Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Csl Iii Advisor, LLC can include some blend of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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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
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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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Csl Iii Advisor, LLC provides services to business development companies. Csl Iii Advisor, LLC's biggest client is business development companies. None of the company's customers 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
Csl Iii Advisor, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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