Asymmetric Capital Management, LLC. is a large advisory firm based in Rancho Santa Fe. It manages $179.88 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Connecticut, and Minnesota.
Asymmetric Capital Management provides portfolio management for individuals and small businesses 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 Asymmetric Capital Management, LLC. is $179.88 million, all of which is managed in discretionary accounts. 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 advisory firm has several streams of revenue. Clients pay Asymmetric Capital Management, LLC. for their services and products based on a percentage of assets under management, fixed fees, 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.
The only and largest group of clients of Asymmetric Capital Management is charitable organizations with 1 clients and $179.88 million of assets under management. Among the 8 most similar advisory firms, Asymmetric Capital Management has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $179.88 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Asymmetric Capital Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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 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.
Asymmetric Capital Management, LLC. is owned by Manit Rye. Charles William Maher joined the executive team most recently as the Cco/Coo.
The principal office where Asymmetric Capital Management, LLC. performs its advisory services is located at 16236 San Dieguito Road, Rancho Santa Fe, CA 92067 The mailing address of the firm is 16236 San Deiguito Road, Rancho Santa Fe, CA 92067. An additional office of the firm is in Greenwich, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-467-5415. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at asymmetriccap.com.