Fundamental Advisors Lp
Answer a few questions and
get matched with an advisor.
Learn more about Fundamental Advisors Lp
Overview
Fundamental Advisors Lp is a financial advisor company based in New York, New York. Fundamental Advisors Lp administers $3.9 billion in total assets over eight accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 21 financial advisors. Fundamental Advisors Lp does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, stocks and bonds.
Fundamental Advisors Lp oversees all of its client assets on a discretionary basis. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without needing the customer's consent. Fundamental Advisors Lp administers roughly $487.5 million for each customer account. An average advisor at Fundamental Advisors Lp oversees fewer than one client account, placing it among the most personalized financial advisor firms in the country.
Fundamental Advisors Lp's main office is at 745 Fifth Ave, New York, New York 10151. The firm is allowed to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fundamental Advisors Lp by the Numbers
$3.9 billion
37
8
$487.5 million
Fee Structure
Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by the firm can include the following fee types: asset-based, performance-based or other. Fundamental Advisors Lp does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company caters to pooled investment vehicles. Out of its eight accounts, Fundamental Advisors Lp's biggest client group by number of accounts is pooled investment vehicles. None of the company's clients are 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Fundamental Advisors Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.