Cdr Hollander Asset Management LLC is a large advisory firm based in Miami. It manages $438.39 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Florida.
Cdr Hollander Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. 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 Cdr Hollander Asset Management LLC is $438.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and $438.39 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cdr Hollander Asset Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Cdr Hollander Asset Management is pooled investment vehicles with 5 clients and $413.61 million of assets under management. Among the 9 most similar advisory firms, Cdr Hollander Asset Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $438.39 million for 7 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Cdr Hollander Asset Management also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $100,000.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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 receive compensation from other entities for client referrals.
The principal office where Cdr Hollander Asset Management LLC performs its advisory services is located at 175 Sw 7 Th Street, Miami, FL 33130, 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 305-579-9255 or by fax 305-508-6572. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at hollanderwealth.com.