Woodbine Capital Advisors LP (New York)

Woodbine Capital Advisors LP is a large advisory firm based in New York. It manages $1.34 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2009.

Woodbine Capital Advisors 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.

Woodbine Capital Advisors: assets under management

The assets under management (AUM) of Woodbine Capital Advisors LP is $1.34 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.34 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $267.82 million each.

Woodbine Capital Advisors has custody of $449.62 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Woodbine Capital Advisors LP 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.

Careers at Woodbine Capital Advisors LP

Mark Kessler joined the executive team most recently as the Chief Financial Officer / Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Woodbine Capital Management Llc	General partner	1 May 2008	75% - 100%	80-0185027
Joshua Gregg Berkowitz	Chief executive officer	1 Sep 2008	75% - 100%	1810113
Thomas Stamatelos	Chief financial officer	1 Sep 2008	Other	5073252
Michael Oshea	Director of operations	1 Sep 2008	Other	1460982
Thomas Nmn Stamatelos	Chief financial officer	1 Sep 2008	Other	5073252
Michael John Oshea	Director of operations	1 Sep 2008	Other	1460982
John Richard Cordsen	Director of investor relations / limited partner	1 Sep 2008	Other	5085493
Marcel John Kasumovich	Director of strategy and research / limited partner	1 Sep 2008	Other	4548212
Joshua Berkowitz Grat	Limited partner	1 Jan 2009	Other	35-6821507
Richard Cordsen	Director of investor relations	1 Aug 2009	Other	5085493
Marcel John Kasumovich	Director of strategy and research	1 Aug 2009	Other	4548212
John Richard Cordsen	Director of investor relations	1 Aug 2009	Other	5085493
Scott Kislin	Chief compliance officer	1 Nov 2010	Other	5868022
Scott Alan Kislin	Chief compliance officer	1 Nov 2010	Other	5868022
Mark Kessler	Chief financial officer / chief compliance officer	1 Dec 2013	Other	2140825

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joshua Gregg Berkowitz	Managing member	1 Aug 2008	75% - 100%	1810113
Joshua Gregg Berkowitz	Managing member	1 Sep 2009	75% - 100%	1810113

Based in New York

The principal office where Woodbine Capital Advisors LP performs its advisory services is located at 499 Park Avenue, 16 Th Floor, New York, NY 10022 1251, 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 212-351-9200 or by fax 212-351-9289. The normal business hours are 8am - 6pm on Monday - Friday.