Serengeti Asset Management Lp
Answer a few questions and
get matched with an advisor.
Learn more about Serengeti Asset Management Lp
Overview
Serengeti Asset Management Lp is a financial advisor company headquartered in New York, New York. It controls $1.2 billion in assets across 52 accounts, placing it among the bigger financial advisory firms in the nation by assets under management (AUM). It has a small group, including 10 financial advisors. Serengeti Asset Management Lp is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as stocks, options and bonds.
Serengeti Asset Management Lp manages more than half of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without requiring client consent. It also has four non-discretionary accounts with a total of $99.3 million in assets under management. The investment advisory firm's average account size is $22.2 million. The typical advisor at Serengeti Asset Management Lp administers about five client accounts, placing it among the more personalized firms in the country.
The firm's headquarters is at 632 Broadway, New York, New York 10012-2164. The firm is registered to provide services to customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Serengeti Asset Management Lp by the Numbers
$1.2 billion
18
52
$22.2 million
Fee Structure
Fees charged by financial advisors usually are based on which service is offered. However, fee types billed by Serengeti Asset Management Lp likely include some combination of the following fee structures: asset-based or performance-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
-
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its 52 accounts, Serengeti Asset Management Lp's largest client type is pooled investment vehicles. Around 40% of its customers are represented by people 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.
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
Serengeti Asset Management 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.