Sixty Wall Street Management Company, LLC (New York)

Sixty Wall Street Management Company, LLC is a related adviser based in New York. It manages $1.29 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Sixty Wall Street Management Company provides advise employee security companies.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sixty Wall Street Management Company: assets under management

The assets under management (AUM) of Sixty Wall Street Management Company, LLC is $1.29 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.29 million each.

Sixty Wall Street Management Company has custody of $1.29 million in cash and securities for 1 client in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sixty Wall Street Management Company, 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.

Careers at Sixty Wall Street Management Company, LLC

Richard Warren Smith has been acting as President since 1 Jan 2013. Robert J Cole joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
L.P. J.P. Morgan Investment Partners	Managing member	1 Nov 2000	75% - 100%	134104749
John A. Mayer	Investment committee member	1 Nov 2000	Other	4362807
Michael Ellmore Patterson	Investment committee member	1 Nov 2000	Other	4362833
Thomas Bray Ketchum	Investment committee	1 Nov 2000	Other	2631776
Stephen Martin Skoczylas	Managing director	1 Nov 2000	Other	2650758
Ramon Deoliveira	Chairman	1 Jan 2001	Other	1916002
Jeffery C. Walker	Investment committee member, ceo, president, managing director	1 Jan 2001	Other	4362855
John L. Oliva	Chief compliance officer	1 Feb 2001	Other	4364959
James David Hutter	Chief administration officer and chief financial officer	1 Feb 2002	Other	3174962
Richard G Jansen	Chief legal officer	1 Dec 2003	Other	5029683
Ina Renee Drew	President	1 Aug 2006	Other	1798718
John C Wilmot	Managing director	1 Aug 2006	Other	2621434
Judah A. Shechter	Chief legal officer	1 Aug 2006	Other	4364959
Eileen E Ryan	Chief compliance officer	1 Mar 2007	Other	2014783
Brandon S. Konigsberg	Chief financial officer	1 Mar 2007	Other	5315525
Richard T. Madsen	Chief financial officer	1 Jun 2007	Other	5379532
Philip David Renshaw Lewis	Chief financial officer	1 Nov 2007	Other	5503724
David Marshall Alexander	Chief financial officer	1 Aug 2008	Other	4588782
Ana Capella	Managing director	1 Jan 2011	Other	3135698
John C Wilmot	Chief financial officer	1 Jan 2011	Other	2621434
Richard Warren Smith	President	1 Jan 2013	Other	6079082
Brian P Flanagan	Cfo	1 Feb 2013	Other	6179408
Robert J Cole	Chief compliance officer	1 Jan 2015	Other	6439548

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc (F/K/A J.P. Morgan Capital Corporation) Jpmp Capital	Owner	1 Nov 2000	Other	133610583
J.P. Morgan Capital Corporation	Owner	1 Nov 2000	25% - 50%	133610583
J.P. Morgan Chase & Co. Inc.	Owner	1 Dec 2000	75% - 100%	132624428

Based in New York

The principal office where Sixty Wall Street Management Company, LLC performs its advisory services is located at 270 Park Avenue, New York, NY 10017 2014, 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 212-270-4160 or by fax 212-270-2604. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.