Lifesci Fund Management
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Overview
Lifesci Fund Management is an advisory firm that has its headquarters in New York, New York. The firm administers $50.6 million in assets across one account. Lifesci Fund Management has a small team, including 1 financial advisor. Lifesci Fund Management is not a registered broker-dealer, signifying that it is not able to 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 exchangable financial assets such as options, bonds and stocks.
Lifesci Fund Management administers all of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager 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 $50.6 million. The typical financial advisor at Lifesci Fund Management administers about one client account, placing it among the most individualized firms in the country.
The company's central office is at 250 W. 55Th Street, New York, New York 10019.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lifesci Fund Management by the Numbers
$50.6 million
3
1
$50.6 million
Fee Structure
Financial advisory fees vary depending on the type of services provided. However, fees billed by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
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 26% of firms that offer this fee type
Performance-based
-
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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to investment companies. Lifesci Fund Management's biggest client group by number of accounts is investment companies. None of its accounts 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
Lifesci Fund Management does not have any disclosures.
Please visit its Form ADV for more details.
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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.
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