Brean Asset Management, LLC (New York)
Brean Asset Management, LLC is a mid-sized advisory firm based in New York. It manages $64 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.
Brean Asset Management provides portfolio management for individuals and small businesses, 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.
Brean Asset Management: assets under management
The assets under management (AUM) of Brean Asset Management, LLC is $64 million, all of which is managed in discretionary accounts. $44 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in cash and cash equivalents the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Brean 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.
What kind of clients Robert Moyse Tirschwell serves?
The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Robert Moyse Tirschwell is pooled investment vehicles with 1 clients and $44 million of assets under management. Among the 2 most similar advisory firms, Brean Asset Management has the lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $64 million for 2 clients. 50% of the firm’s clients are foreign persons or businesses.
Brean Asset Management also advises several private funds.
Careers at Brean Asset Management, LLC
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Brean Asset Management, LLC is owned by Robert Michael Fine. Robert Moyse Tirschwell has been acting as President since 1 Sep 2015. Patrick L Marano joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in New York
The principal office where Brean Asset Management, LLC performs its advisory services is located at 3 Times Square, New York, NY 10036, 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 212-655-1112 or by fax 212-593-9124. The normal business hours are 9:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at breanam.com.
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