Aew Capital Management LP is a large advisory firm based in Boston. It manages $39.12 billion of regulatory assets for 69 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Aew Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and real estate investment advisory services. 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 Aew Capital Management LP is $39.12 billion. The firm's AUM has grown by 646% since the beginning of its operation, and $4.73 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Aew Capital Management 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.
The firm provides services to investment companies, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Henrey Gerald Vickers is pooled investment vehicles with 26 clients and $20.14 billion of assets under management. Among the 8 most similar advisory firms, Aew Capital Management has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $37.63 billion for 51 clients. 9% of the firm’s clients are foreign persons or businesses.
Aew Capital Management also advises several private funds. Namely, two hedge funds and two other private funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.
The company employs 280 people that are either part- or full-time employees. 61 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Henrey Gerald Vickers has been acting as President since 1 Nov 1996. Seth Evan Berger joined the executive team most recently as the Chief Financial Officer.
The principal office where Aew Capital Management LP performs its advisory services is located at Two Seaport Lane, Boston, MA 02210 2021, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-261-9000 or by fax 617-261-9555. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at aew.com and its LinkedIn profile.