Bennett Lawrence Management LLC (New York)

Name: Bennett Lawrence Management LLC
Address: One Grand Central Place, New York, NY, 10165
Telephone: 212-508-6400

Bennett Lawrence Management LLC is a large advisory firm based in New York. It manages $437.43 million of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Delaware, and 6 other states.

Bennett Lawrence Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.

Bennett Lawrence Management: assets under management

The assets under management (AUM) of Bennett Lawrence Management LLC is $437.43 million. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $436.68 million in discretionary accounts and $751.96 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.33 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $751.96 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bennett Lawrence Management LLC 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.

Based in New York

The principal office where Bennett Lawrence Management LLC performs its advisory services is located at One Grand Central Place, New York, NY 10165, 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 212-508-6400 or by fax 212-593-9647. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at bennettlawrence.com.

Bennett Lawrence Management LLC (New York)

Bennett Lawrence Management: assets under management

Fees & Commissions

Based in New York

Registered investment advisers similar to Bennett Lawrence Management LLC