Jll Partners Fch, Inc. (New York)

Name: Jll Partners Fch, Inc.
Address: 245 Park Avenue, New York, NY, 10167
Telephone: 212-210-8600

Jll Partners Fch, Inc. is a large advisory firm based in New York. It manages $100.7 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 jurisdiction of New York.

Jll Partners Fch provides 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.

Jll Partners Fch: assets under management

The assets under management (AUM) of Jll Partners Fch, Inc. is $100.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $100.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jll Partners Fch, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jll Partners Fch serves?

The only and largest group of clients of Jll Partners Fch is pooled investment vehicles with 1 clients and $100.7 million of assets under management. Among the 8 most similar advisory firms, Jll Partners Fch has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $100.7 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Jll Partners Fch also advises several private funds. Namely, one private equity fund.

Careers at Jll Partners Fch, Inc.

The company employs 5 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 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.

Daren Ronald Schneider joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Samuel Levy	Chief executive officer	1 Sep 2007	75% - 100%	1132283
Michael J Schwartz	Chief compliance officer	1 Sep 2007	Other	6023326
Francisco J Rodriguez	Chief compliance officer	1 Jan 2017	Other	2404824
Daren Ronald Schneider	Chief compliance officer	1 Feb 2018	Other	4819630
Daren R Schneider	Chief compliance officer	1 Feb 2018	Other	4819630

Based in New York

The principal office where Jll Partners Fch, Inc. performs its advisory services is located at 245 Park Avenue, New York, NY 10167, 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 212-210-8600 or by fax 212-286-8626. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at jllpartners.com.