Ct Investment Management Co., LLC
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Learn more about Ct Investment Management Co., LLC
Overview
Ct Investment Management Co., LLC is an advisory firm that has its headquarters in New York, New York. The firm oversees $241.7 million in total assets across four accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The firm has a small group, including 5 financial advisors. Ct Investment Management Co., LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable financial investments such as bonds, options and stocks.
Ct Investment Management Co., LLC manages more than half of its accounts on a discretionary basis. Discretionary management signifies that transaction choices are made by a portfolio manager without needing client permission. Ct Investment Management Co., LLC also manages one non-discretionary accounts with a total of $54.6 million in assets. Ct Investment Management Co., LLC's average account size is $60.4 million. An average financial advisor at Ct Investment Management Co., LLC manages fewer than one client account, placing it among the most individualized firms in the country.
The firm's headquarters is at 345 Park Avenue, New York, New York 10154.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ct Investment Management Co., LLC by the Numbers
$241.7 million
18
4
$60.4 million
Fee Structure
Fees charged by financial advisors largely are based on the type of services offered. Fee types billed by the firm likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
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
It provides services to pooled investment vehicles. Out of its four customers, Ct Investment Management Co., LLC's biggest client is pooled investment vehicles. Around 50% of its clients 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
Ct Investment Management Co., LLC does not have any disclosures.
Please visit its Form ADV for more details.
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