Brinson Partners, Inc is a large advisory firm based in Chicago. It manages $33.01 billion of regulatory assets for 491 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Brinson Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.
The assets under management (AUM) of Brinson Partners, Inc is $33.01 billion. The firm's AUM has gone down by -30% 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 Brinson Partners, Inc for their services and products based on a percentage of assets under management, fixed fees, 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.
Benjamin Franklin Lenhardt has been acting as President since 1 Nov 1999. Jeffrey James Diermeier has served as the Chief Investment Officer since 1 Mar 2000. Brian Marshall Storms joined the executive team most recently as the Chief Operating Officer.
The principal office where Brinson Partners, Inc performs its advisory services is located at 209 S Lasalle Street, Chicago, IL 60604, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 312-220-7100 or by fax 312-220-7199. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.ubsbrinson.com.