Overview
Assets Under Management: $443 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 129
Average Client Assets: $2.7 million
Frequently Asked Questions
LOEB PARTNERS CORPORATION 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 #10929), LOEB PARTNERS CORPORATION is subject to fiduciary duty under federal law.
LOEB PARTNERS CORPORATION is headquartered in NEW YORK, NY.
LOEB PARTNERS CORPORATION serves 129 high-net-worth clients according to their SEC filing dated August 27, 2018. View client details ↓
According to their SEC Form ADV, LOEB PARTNERS CORPORATION offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
LOEB PARTNERS CORPORATION manages $443 million in client assets according to their SEC filing dated August 27, 2018.
According to their SEC Form ADV, LOEB PARTNERS CORPORATION serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.47%
Average Client Assets: $2.7 million
Total Client Accounts: 225
Discretionary Accounts: 225
Regulatory Filings
CRD Number: 10929
Filing ID: 1236351
Last Filing Date: 2018-08-27 14:18:00