Archer Capital Management, L.P. (Beverly Hills)

Name: Archer Capital Management, L.P.
Address: 9465 Wilshire Boulevard, Beverly Hills, CA, 90212
Telephone: 310-385-8323

Archer Capital Management, L.P. is a large advisory firm based in Beverly Hills. It manages $406.93 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and New York.

Archer Capital Management 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.

Archer Capital Management: assets under management

The assets under management (AUM) of Archer Capital Management, L.P. is $406.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and $245.28 million of the total AUM is attributable to clients outside of the United States.

The firm manages $406.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $58.13 million each.

Archer Capital Management has custody of $406.93 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Archer Capital Management, L.P. for their services and products based on a percentage of assets under management 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.

What kind of clients Archer Capital Management serves?

The only and largest group of clients of Archer Capital Management is pooled investment vehicles with 7 clients and $406.93 million of assets under management. Among the 9 most similar advisory firms, Archer Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $406.93 million for 7 clients. 70% of the firm’s clients are foreign persons or businesses.

Archer Capital Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.

Careers at Archer Capital Management, L.P.

The company employs 4 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joshua Adam Lobel	Limited partner / managing partner	1 Mar 2006	25% - 50%	2580130
Eric Jason Edidin	Limited partner / managing partner	1 Mar 2006	25% - 50%	2544369
Llc Canton Holdings	General partner	1 Nov 2006	Other	20-3980910
Neil Ira Wiesenberg	Chief compliance officer/chief operating officer	1 Jan 2010	Other	1747737
Brian Scott Goldenberg	Chief financial officer	1 Oct 2011	Other	5061039
Kevin Raymond Arps	Chief financial officer	1 Mar 2018	Other	6402354

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joshua Adam Lobel	Member	1 Nov 2005	50% - 75%	2580130
Eric Jason Edidin	Member	1 Nov 2005	50% - 75%	2544369

Based in Beverly Hills

The principal office where Archer Capital Management, L.P. performs its advisory services is located at 9465 Wilshire Boulevard, Beverly Hills, CA 90212, 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 310-385-8323. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at archercm.com.