Pershing Square Gp, LLC is a large advisory firm based in New York. It manages $1.2 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.
Pershing Square Gp provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pershing Square Gp, LLC is $1.2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1664% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pershing Square Gp, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Nicholas Anthony Botta is pooled investment vehicles with 1 clients and $1.2 billion of assets under management. Among the 7 most similar advisory firms, Pershing Square Gp has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.2 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Pershing Square Gp also advises several private funds.
The company employs 38 people that are either part- or full-time employees. 26 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Nicholas Anthony Botta has been acting as President since 1 Mar 2017. Michael Gonnella joined the executive team most recently as the Chief Financial Officer.
The principal office where Pershing Square Gp, LLC performs its advisory services is located at 787 Eleventh Avenue, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-813-3700 or by fax 212-286-1133. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday.