Ucm Greystone Capital Management, LLC is a large advisory firm based in New York. It manages $26 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida and New York.
Ucm Greystone Capital Management provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ucm Greystone Capital Management, LLC is $26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% 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 Ucm Greystone Capital Management, LLC for their services and products based on a percentage of assets under management. 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.
John Oscar Utendahl has been acting as President since 1 Jan 2003. Thomas Mandel has served as the Chief Investment Officer since 1 Jan 2003. Paul Alan Lieberman joined the executive team most recently as the General Counsel.
The principal office where Ucm Greystone Capital Management, LLC performs its advisory services is located at 30 Broad St, New York, NY 10004, 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 212-797-2688 or by fax 212-425-4199. The normal business hours are 8:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at www.utendahl.com.