Olstein Capital Management, L.P. is a large advisory firm based in Purchase. It manages $719.61 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.
Olstein Capital Management provides portfolio management for individuals and small businesses, 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 Olstein Capital Management, L.P. is $719.61 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Olstein Capital Management, L.P. for their services and products based on a percentage of assets under management. 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 Robert Alan Olstein is investment companies with 2 clients and $713.67 million of assets under management. Among the 9 most similar advisory firms, Olstein Capital Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $713.67 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Olstein Capital Management doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 62 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.
Robert Alan Olstein has been acting as President since 1 Jun 1994. Inc. Olstein joined the executive team most recently as the Limited Partner.
The principal office where Olstein Capital Management, L.P. performs its advisory services is located at 4 Manhattanville Road, Purchase, NY 10577 2119, 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 914-269-6100 or by fax 914-696-0737. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at olsteincapital.com.