Teewinot Capital Advisers, L.L.C. is a large advisory firm based in New York. It manages $401.24 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.
Teewinot Capital Advisers, L.L.C provides portfolio management for individuals and small businesses 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 Teewinot Capital Advisers, L.L.C. is $401.24 million. The firm's AUM has grown by 405% since the beginning of its operation, and $219.49 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Teewinot Capital Advisers, L.L.C. 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.
The firm provides services to individuals and pooled investment vehicles. The largest group of clients of Teewinot Capital Advisers, L.L.C is pooled investment vehicles with 6 clients and $339.06 million of assets under management. Among the 8 most similar advisory firms, Teewinot Capital Advisers, L.L.C has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $401.24 million for 13 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 23% of the firm’s clients are foreign persons or businesses.
Teewinot Capital Advisers, L.L.C also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 10 people that are either part- or full-time employees. 100 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.
Mark Anthony Kelly joined the executive team most recently as the Chief Compliance Officer.
The principal office where Teewinot Capital Advisers, L.L.C. performs its advisory services is located at 101 Park Avenue, New York, NY 10178, 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 212-984-2360 or by fax 212-984-2361. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.