Dld Asset Management, Lp
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Overview
Dld Asset Management, Lp operates as a financial advisory company based in New York, New York. Dld Asset Management, Lp oversees $3.2 billion in assets under management across 17 accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). Dld Asset Management, Lp has a small team, including 6 financial advisors. Dld Asset Management, Lp is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like options, bonds and stocks.
Dld Asset Management, Lp manages all of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell decisions for the client's account without requiring the customer's approval. The investment advisory firm's average account size is $188.0 million. An average advisor at Dld Asset Management, Lp administers around three client accounts, placing it among the most individualized firms in the country.
The company's headquarters is at 150 East 52Nd Street, New York, New York 10022. It is legally allowed to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dld Asset Management, Lp by the Numbers
$3.2 billion
13
17
$188.0 million
Fee Structure
Fees for financial management largely depend on which services the firm provides the client. Fee types billed by the company most likely consist of the following fee types: 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 comprehensive 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
Dld Asset Management, Lp works with investment companies and pooled investment vehicles. Out of its 17 clients, Dld Asset Management, Lp's biggest client by number of accounts is pooled investment vehicles. About 67% 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
Dld Asset Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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