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Lazard Freres & Co. LLC (New York)


Lazard Freres & Co. LLC is a large advisory firm based in New York. It manages $65.75 billion of regulatory assets for 47,999 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 44 other states.

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Lazard Freres & provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

Lazard Freres &: assets under management

The assets under management (AUM) of Lazard Freres & Co. LLC is $65.75 billion. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $65.43 billion in discretionary accounts and $322.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.37 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $927.14 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lazard Freres & Co. LLC for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based 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.

Indirect Owners

The SEC currently registers 28 indirect owners.

Name Entity Date acquired Ownership Employer ID
Societe Immobiliere Marseillaise Sa Shareholder 1 Jun 1984 25% - 50%
Rue Imperiale De Lyon Sa Shareholder 1 Jun 1984 50% - 75%
Societe Civile Haussmann Percier Shareholder 1 Jun 1984 50% - 75%
Maison Lazard & Cie. Shareholder 1 Jun 1984 50% - 75%
Eurafrance Sa Shareholder 1 May 1988 Other 51-0281097
Azeo General partner 1 Mar 2000 75% - 100% 51-0312898
Michel Alexandre Davidweill Chairman, exec.committee 1 Mar 2000 Other 603005
Bruno Max Roger Member-executive committee 1 Mar 2000 Other 2209250
David J Verey Member-executive committee 1 Mar 2000 Other 2321737
William Ray Jr Loomis Member-executive committee 1 Mar 2000 Other 1239467
Malesherbes General member 1 Mar 2000 25% - 50%
Gerardo Braggiotti Member, executive committee 1 Mar 2000 Other 3098249
Kenneth Marc Jacobs Member, executive committee 1 Mar 2000 Other 1005407
Norman Eig Member, executive committee 1 Mar 2000 Other 1094225
Georges Ralli Member-executive committee 1 Jan 2001 Other 2409720
William John Rucker Member-executive committee 1 Jan 2001 Other 4378553
David Lee Tashjian Member-executive committee 1 Jan 2001 Other 1060351
Eurazaeo Owner 1 Apr 2001 75% - 100%
Marcus Ambrose Agius Member-executive committee 1 May 2001 Other 1922895
Michel Alexandre Davidweill Member of lazard board of lazard llc 1 Jan 2002 Other 603005
Gerardo Braggiotti Member of lazard board of lazard llc 1 Jan 2002 Other 3098249
Marcus Ambrose Agius Member of lazard board of lazard llc 1 Jan 2002 Other 1922895
Bruce Jay Wasserstein Chairman executive committee of lazard llc, head of lazard llc & member of lazard board of lazard lll 1 Jan 2002 Other 1460475
Antoine Bernheim Member of lazard board of lazard llc 1 Jan 2002 Other 13-5545100
Francois Voss Member of lazard board of lazard llc 1 Jan 2002 Other 13-5545100
Didier Pfeiffer Member of lazard board of lazard llc 1 Jan 2002 Other 13-5545100
Alain Merieux Member of lazard board of lazard llc 1 Jan 2002 Other 13-5545100
Jean Guyot Member of lazard board of lazard llc 1 Jan 2002 Other 13-5545100

Based in New York

The principal office where Lazard Freres & Co. LLC performs its advisory services is located at 30 Rockefeller Plaza, 59 Th Fl, New York, NY 10112, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-632-6000 or by fax 212-632-1703. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.lazardnet.com.


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