Pecks Management Partners Ltd (New York)

Name: Pecks Management Partners Ltd
Address: 1270 Avenue Of The Americas, New York, NY, 10020
Telephone: 212-332-1333

Pecks Management Partners Ltd is an adviser based in New York. It manages $7.55 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Pecks Management Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pecks Management Partners: assets under management

The assets under management (AUM) of Pecks Management Partners Ltd is $7.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.52 million each.

Investments

The firm invests in other assets the most. They account for 94% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pecks Management Partners Ltd for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pecks Management Partners Ltd

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives 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.

Robert Jonathan Cresci has been acting as President since 1 May 1990. Theodora Harrison Garcia joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Jonathan Cresci	President	1 May 1990	75% - 100%	832620
Elaine Healy	Senior vice president	1 May 2000	Other	4362662
John Anthony Capperella	Senior vice president	1 Jul 2002	Other	3109533
Theodora Harrison Garcia	Chief compliance officer	1 Oct 2004	Other	1664115

Based in New York

The principal office where Pecks Management Partners Ltd performs its advisory services is located at 1270 Avenue Of The Americas, New York, NY 10020, 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 212-332-1333 or by fax 212-332-1334. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at pecks.com.