Placeholder Management, LLC
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Overview
Placeholder Management, LLC operates as an advisory company located in New York, New York. The company handles $439.8 million in total assets throughout three accounts, making it one of the larger firms in the country by assets under management (AUM). Placeholder Management, LLC has a small team, including 3 financial advisors. Placeholder Management, LLC is not a registered broker-dealer, meaning the company 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 firm to do so. Securities are exchangable financial assets such as stocks, options and bonds.
Placeholder Management, LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions without requiring the client's approval. The company supervises an average of $146.6 million for each account. An average financial advisor at Placeholder Management, LLC oversees around one client account, making it one of the most personalized financial advisor firms in the country.
The firm's headquarters is at 101 5Th Ave, New York, New York 10003.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Placeholder Management, LLC by the Numbers
$439.8 million
4
3
$146.6 million
Fee Structure
Fees for financial management usually are based on which services the firm provides the client. Fees billed by Placeholder Management, LLC most likely are comprised of any combination of the following fee types: 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
-
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
Placeholder Management, LLC works with pooled investment vehicles. Out of its three clients, Placeholder Management, LLC's biggest client is pooled investment vehicles. None of the company's 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
Placeholder Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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