Emerging Variant Capital Management, Lp
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Overview
Emerging Variant Capital Management, Lp operates as a financial advisory firm that has its headquarters in New York, New York. It controls $287.3 million in assets over seven customer accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). The company has a small group, including 4 financial advisors. Emerging Variant Capital Management, Lp does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like bonds, stocks and options.
Emerging Variant Capital Management, Lp administers all of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction decisions for the client's account without requiring the customer's approval. Emerging Variant Capital Management, Lp oversees an average of $41.0 million for each account. The typical financial advisor at Emerging Variant Capital Management, Lp manages about two client accounts, placing it among the most individualized financial advisor firms in the country.
The firm's main office is located at 1270 Avenue Of The Americas, New York, New York 10020.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Emerging Variant Capital Management, Lp by the Numbers
$287.3 million
5
7
$41.0 million
Fee Structure
Fees for financial advisory services vary depending on which services the firm provides the client. However, fee types billed by the firm likely consist 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 Emerging Variant Capital Management, Lp.
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
The company provides services to pooled investment vehicles and other. Out of its seven clients, Emerging Variant Capital Management, Lp's biggest client group is pooled investment vehicles. About 57% of its accounts are 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
Emerging Variant Capital Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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