Sutton Square Management L.P. (New York)

Sutton Square Management 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.

Sutton Square Management: assets under management

The assets under management (AUM) of Sutton Square Management L.P. is $235.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 70% since the beginning of its operation, and $235.68 million of the total AUM is attributable to clients outside of the United States.

The firm manages $235.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $78.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sutton Square Management L.P. 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.

What kind of clients Sutton Square Management serves?

The only and largest group of clients of Sutton Square Management is pooled investment vehicles with 3 clients and $235.68 million of assets under management. Among the 7 most similar advisory firms, Sutton Square Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $235.68 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Sutton Square Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Sutton Square Management L.P.

The company employs 9 people that are either part- or full-time employees. 56 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.

Victor Chee Ngon Ho has served as the Chief Investment Officer since 1 May 2016 and Kenneth David Brody is the Chief Executive Officer of Sutton Square Management L.P. family office. Llc Sutton Square Gp joined the executive team most recently as the General Partner.

Direct owners and executive officers

Based in New York

The principal office where Sutton Square Management L.P. performs its advisory services is located at 540 Madison Avenue, New York, NY 10022, 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 212 896-2909 or by fax 212 896-2910. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.

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