Ma, Xinglong (New York)

Name: Ma, Xinglong
Address: One Rockefeller Plaza, Suite 1712, New York, NY, 10020
Telephone: 212-315-1875

Ma, Xinglong is a large advisory firm based in New York. It manages $200 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Ma, Xinglong 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.

Ma, Xinglong: assets under management

The assets under management (AUM) of Ma, Xinglong is $200 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $200 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ma, Xinglong 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 Ma, Xinglong

Ma, Xinglong is owned by Thomas Agnew Mckay. Livingston Evan Jeffrey joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Agnew Mckay	Owner	1 Jul 1990	Other	1594958
Livingston Evan Jeffrey	Cco	1 Jul 2011	Other	6019948
Roger Jay Cohen	Cfo	1 Jul 2011	Other	1331477

Based in New York

The principal office where Ma, Xinglong performs its advisory services is located at One Rockefeller Plaza, Suite 1712, New York, NY 10020, 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 212-315-1875 or by fax 212-315-4375. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at tamckay.com/.