Nokota Management, Lp
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Overview
Nokota Management, Lp is a financial advisory firm that has its headquarters in New York, New York. Nokota Management, Lp manages $314.7 million in total assets throughout two accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small team, including 1 financial advisor. Nokota Management, Lp is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are exchangable financial investments such as bonds, equities and options.
Nokota Management, Lp manages all of the company's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction choices for the client's account without requiring client authorization. The investment advisory firm's average account size is $157.3 million. The typical advisor at Nokota Management, Lp oversees around two client accounts, making it one of the most personalized advisor firms in the country.
Nokota Management, Lp's main office is at 115 West 45Th St., New York, New York 10036. The firm is permitted to serve investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nokota Management, Lp by the Numbers
$314.7 million
1
2
$157.3 million
Fee Structure
A financial advisor's fees typically are based on the type of financial services offered. Fees charged by the company likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
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
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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 pooled investment vehicles. Out of its two customers, Nokota Management, Lp's largest client group is pooled investment vehicles. Around 50% of the company's clients 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
Nokota Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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