Overview
Assets Under Management: $59.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 832
Average Client Assets: $4.4 million
Frequently Asked Questions
CREDIT SUISSE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106012), CREDIT SUISSE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CREDIT SUISSE ASSET MANAGEMENT, LLC is headquartered in NEW YORK, NY.
CREDIT SUISSE ASSET MANAGEMENT, LLC serves 832 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, CREDIT SUISSE ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CREDIT SUISSE ASSET MANAGEMENT, LLC manages $59.9 billion in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, CREDIT SUISSE ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 832
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.11%
Average Client Assets: $4.4 million
Total Client Accounts: 1,078
Discretionary Accounts: 1,078
Regulatory Filings
CRD Number: 106012
Filing ID: 1813947
Last Filing Date: 2024-03-29 12:09:00