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Vanderbilt Avenue Asset Management LLC
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Overview Share
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New York, New York
$252.8 million AUM
1 office

Vanderbilt Avenue Asset Management LLC is based in New York, New York and has $252.8 million in assets under management.

Location
10 East 53rd Street
29th Floor
New York, NY 10022
$252.8 million
AUM
8
Employees
AUM Share
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$252,768,550
Assets under management
34 clients
Number of clients
Average investment size is $7,434,369
8% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 5 $12,451,620 5% $2,490,324
Pension and profit sharing plans Fewer than 5 clients $9,608,206
State or municipal government entities Fewer than 5 clients $83,298,783
Insurance companies Fewer than 5 clients $21,284,307
Other corporations or businesses 13 $126,125,634 50% $9,701,972
Employees Share
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8
Employees
7
Investment analysts
88% of total employees
AUM per employee Share
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$252,768,550
Assets under management
$31,596,069
AUM per employee
$36,109,793
AUM per investment analyst
About Share
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Compensation

Vanderbilt Avenue Asset Management LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Vanderbilt Avenue Asset Management LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Asset allocation statistics
Business activities
  • Vanderbilt markets a cash management product.
Firm data Share
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CRD number 145,370
SEC number 801-68702
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 31, 2020

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