Aea Qp Advisers LLC (New York)
Aea Qp Advisers LLC is a large advisory firm based in New York. It manages $8.62 billion of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Connecticut and New York.
Aea Qp Advisers provides portfolio management for pooled investment vehicles and seek and monitor investments under commitment agreements.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Aea Qp Advisers: assets under management
The assets under management (AUM) of Aea Qp Advisers LLC is $8.62 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 78936% since the beginning of its operation, and $5.84 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Aea Qp Advisers 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 Aea Qp Advisers serves?
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Aea Qp Advisers is pooled investment vehicles with 16 clients and $8.61 billion of assets under management. Among the 11 most similar advisory firms, Aea Qp Advisers has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $8.62 billion for 165 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 43% of the firm’s clients are foreign persons or businesses.
Aea Qp Advisers also advises several private funds. Namely, four hedge funds and twenty five private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $12,800,000.
Careers at Aea Qp Advisers LLC
The company employs 94 people that are either part- or full-time employees. 77 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.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 8 indirect owners.Based in New York
The principal office where Aea Qp Advisers LLC performs its advisory services is located at 666 Fifth Avenue, New York, NY 10103, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-644-5900 or by fax 212-702-0518. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at aeainvestors.com.
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