Lepercq De Neuflize Asset Management LLC
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Overview
Lepercq De Neuflize Asset Management LLC operates as a financial advisor company located in New York, New York. Lepercq De Neuflize Asset Management LLC administers $375.4 million in assets under management throughout four client accounts, placing it among the larger firms in the country by assets under management (AUM). The company has a small group, including 4 financial advisors. Lepercq De Neuflize Asset Management LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like bonds, options and equities.
Lepercq De Neuflize Asset Management LLC manages all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell decisions without requiring the customer's consent. The company oversees an average of $93.9 million for every client account. The typical financial advisor at Lepercq De Neuflize Asset Management LLC administers around one client account, making it one of the most individualized advisor firms in the country.
Lepercq De Neuflize Asset Management LLC's central office is located at 853 Broadway, New York, New York 10003.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lepercq De Neuflize Asset Management LLC by the Numbers
$375.4 million
9
4
$93.9 million
Fee Structure
Financial advisory fees typically vary depending on which services the firm provides the client. Fees charged by Lepercq De Neuflize Asset Management LLC likely include the following fee structures: asset-based, performance-based or other. 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
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Lepercq De Neuflize Asset Management LLC provides services to pooled investment vehicles and sovereign wealth funds. Out of its four customers, Lepercq De Neuflize Asset Management LLC's largest client type by number of accounts is pooled investment vehicles. Around 75% of the company's accounts 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.
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Disclosures
Lepercq De Neuflize Asset Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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