Re Enterprise Asset Management LLC (White Plains)

Name: Re Enterprise Asset Management LLC
Address: 10 New King Street, White Plains, NY, 10604
Telephone: 914-288-8600

Re Enterprise Asset Management LLC is a large advisory firm based in White Plains. It manages $336.72 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Re Enterprise Asset Management provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Re Enterprise Asset Management: assets under management

The assets under management (AUM) of Re Enterprise Asset Management LLC is $336.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $336.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $67.34 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Re Enterprise Asset Management LLC 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.

Careers at Re Enterprise Asset Management LLC

Hugh Roy Lamle has been acting as President since 1 May 1997. Marc Steven Kirschner joined the executive team most recently as the Clo/Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. M.D. Sass Investors Services	Member	1 Nov 1996	50% - 75%	110590
Inc. J.B. Rubin & Co.	Member	1 Nov 1996	50% - 75%	06-1492155
James Bradley Rubin	Co-chairman and chief executive officer	1 May 1997	Other	4363160
Hugh Roy Lamle	President	1 May 1997	Other	301153
Martin Douglas Sass	Co-chairman and chief executive officer	1 May 1997	Other	411144
Thomas More Larkin	Cfo	1 Jul 1997	Other	4363162
Marc Steven Kirschner	Clo/cco	1 Jan 2001	Other	4483595

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Martin Douglas Sass	Chairman	1 Mar 1972	50% - 75%	411144
Hugh Roy Lamle	President	1 Apr 1974	25% - 50%	301153

Based in White Plains

The principal office where Re Enterprise Asset Management LLC performs its advisory services is located at 10 New King Street, White Plains, NY 10604, 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 914-288-8600 or by fax 914-683-3609. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.mdsass.com.