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York Enhanced Strategies Management, LLC (New York)


York Enhanced Strategies Management, LLC is a large advisory firm based in New York. It manages $470 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

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York Enhanced Strategies Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

York Enhanced Strategies Management: assets under management

The assets under management (AUM) of York Enhanced Strategies Management, LLC is $470 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $470 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $156.67 million each.
York Enhanced Strategies Management has custody of $470 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay York Enhanced Strategies Management, LLC 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.

Based in New York

The principal office where York Enhanced Strategies Management, LLC performs its advisory services is located at 767 Fifth Avenue, New York, NY 10153, 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 212-300-1300 or by fax 212-300-1301. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.yorkcapital.com.


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