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Fdg Associates LP (New York)


Fdg Associates LP is a large advisory firm based in New York. It manages $114 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.

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Fdg Associates provides portfolio management for pooled investment vehicles and advice and other services concerning investments. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fdg Associates: assets under management

The assets under management (AUM) of Fdg Associates LP is $114 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $114 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fdg Associates LP 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
David Stuart Gellman Member 1 Dec 2008 50% - 75% 1276463
Cgsn Holdings Inc. Member 1 Dec 2009 25% - 50% 27-1418395
David Stuart Gellman Shareholder 1 Dec 2009 75% - 100% 1276463

Based in New York

The principal office where Fdg Associates LP performs its advisory services is located at 45 Rockfeller Group Business Center, New York, NY 10111 The mailing address of the firm is 499 Park Avenue, New York, NY 10022. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-940-6846 or by fax 212-940-6803. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at fdgassociates.com.


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