Suffolk Capital Management LLC is a large advisory firm based in New York. It manages $1.76 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Suffolk Capital Management provides portfolio management for investment companies and portfolio management for businesses and institutional clients. 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 Suffolk Capital Management LLC is $1.76 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and $281.91 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Suffolk Capital 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.
The only and largest group of clients of Donald Martin Gilbert is investment companies with 1 clients and $752.77 million of assets under management. Among the 10 most similar advisory firms, Suffolk Capital Management has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $752.77 million for 1 clients. 16% of the firm’s clients are foreign persons or businesses.
Suffolk Capital Management doesn't advise any private funds.
The company employs 20 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Donald Martin Gilbert has been acting as President since 1 Jan 1991. Christopher Neal Liong joined the executive team most recently as the Managing Member.
The principal office where Suffolk Capital Management LLC performs its advisory services is located at 810 Seventh Avenue, New York, NY 10019, 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 212-247-2160 or by fax 212-247-2565. 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 suffolkcapitalmanagement.com.