Declaration Management & Research LLC is a large advisory firm based in Boston. It manages $4.75 billion of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Massachusetts, and 3 other states.
Declaration Management & Research provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Declaration Management & Research LLC is $4.75 billion. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Declaration Management & Research LLC for their services and products based on a percentage of assets under management, fixed fees, and 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.
Frank Joseph Saeli has been acting as President since 1 Nov 2011. Paul Martin Donahue joined the executive team most recently as the Vice President, Chief Compliance Officer.
The principal office where Declaration Management & Research LLC performs its advisory services is located at 197 Clarendon St, Boston, MA 02116, which is also the mailing address of the firm. An additional office of the firm is in Portsmouth, NH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-375-1500 or by fax 617-375-1665. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at manulifeam.com/declaration.