Allianz Capital Partners Of America, Inc. (New York)

Allianz Capital Partners Of America, Inc. is a large advisory firm based in New York. It manages $148.66 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012.

Allianz Capital Partners Of America 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.

Allianz Capital Partners Of America: assets under management

The assets under management (AUM) of Allianz Capital Partners Of America, Inc. is $148.66 million. $148.66 million of the total AUM is attributable to clients outside of the United States.

Allianz Capital Partners Of America has custody of $101.68 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allianz Capital Partners Of America, Inc. for their services and products based on fixed 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.

What kind of clients Michael Helmut Lindauer serves?

The only and largest group of clients of Michael Helmut Lindauer is pooled investment vehicles with 8 clients and $148.66 million of assets under management. Among the 8 most similar advisory firms, Allianz Capital Partners Of America has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $148.66 million for 8 clients. 100% of the firm’s clients are foreign persons or businesses.

Allianz Capital Partners Of America doesn't advise any private funds.

Careers at Allianz Capital Partners Of America, Inc.

The company employs 8 people that are either part- or full-time employees. 88 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.

Michael Helmut Lindauer has been acting as President since 1 Jun 2012. Allianz Global Investors U.S. Holdings Llc joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Allianz Of America	Sole shareholder	1 Dec 2002	75% - 100%	13-2883190
Brian Keith Welker	Vice president, investment director	1 Jul 2006	Other	6030040
J Terry Griffith	Secretary	1 Dec 2009	Other	2307463
Andress Lai Ya Goh	Managing director	1 May 2011	Other	6030070
Rainer Husmann	Chairman, director	1 Jul 2011	Other	6030068
Gregor Jon Bobowick	Chief operating officer, chief compliance officer	1 Feb 2012	Other	6030042
Michael Helmut Lindauer	Director	1 Jun 2012	Other	6077554
Tino Joachim Preissler	Director	1 Jun 2012	Other	6077557
Susanne Forsingdal	President, managing director	1 Mar 2015	Other	6473658
William Wortham Groome	Vice president	1 Aug 2015	Other	4220914
Rinat Becher Yogev	Vice president	1 Aug 2015	Other	4687498
Claudia Valdez Knox	Director, secretary	1 Feb 2016	Other	6632206
Iain William Mcmorrine	Director	1 Sep 2016	Other	6715366
Allianz Global Investors U.S. Holdings Llc	Member	1 Apr 2018	75% - 100%	33-0977088

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Allianz Societas Europaea	Shareholder	1 Jun 1976	75% - 100%	98-0122343
Inc. Allianz Of America	Member	1 May 2000	75% - 100%	13-2883190
Allianz Asset Management Of America Llc	Partner	1 Dec 2009	75% - 100%	06-1605361
Allianz Asset Management Of America L.P.	Member	1 Dec 2011	75% - 100%	06-1349805
Allianz Societas Europaea	Sole shareholder	1 Jun 2012	75% - 100%	98-0122343
Allianz Europe B.V.	Sole shareholder	1 Jun 2012	75% - 100%	00-0000000
Allianz Se	Sole stockholder	1 Jun 2012	75% - 100%	98-0122343

Based in New York

The principal office where Allianz Capital Partners Of America, Inc. performs its advisory services is located at 1633 Broadway, New York, NY 10019 7585, 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) 938-0630 or by fax (212) 938-0660. The normal business hours are 9:00 am - 5:00 pm et on Monday - Friday.