The Moneypaper Advisor, Inc. (Harrison)

The Moneypaper Advisor, Inc. is an investment adviser to an investment company based in Harrison. It manages $70.23 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.

The Moneypaper Advisor provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Moneypaper Advisor: assets under management

The assets under management (AUM) of The Moneypaper Advisor, Inc. is $70.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $70.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70.23 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Moneypaper Advisor, Inc. for their services and products based on a percentage of assets under management. 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 Vita Joy Nelson serves?

The only and largest group of clients of Vita Joy Nelson is investment companies with 1 clients and $70.23 million of assets under management. Among the 3 most similar advisory firms, The Moneypaper Advisor has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $70.23 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

The Moneypaper Advisor doesn't advise any private funds.

Careers at The Moneypaper Advisor, Inc.

The company employs 3 people that are either part- or full-time employees. 67 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.

Vita Joy Nelson has been acting as President since 1 Oct 1998. Juan Mario Medina joined the executive team most recently as the Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vita Joy Nelson	President	1 Oct 1998	Other	1846882
Moneypaper Publications Llc	Shareholder	1 Oct 1998	75% - 100%	13-4163880
David Stephen Estate Of Fish	Shareholder	1 Oct 1998	Other	1402056
David Stephen Fish	Shareholder	1 Oct 1998	Other	1402056
Vita Nelson	President	1 Oct 1998	Other	1846882
David S Fish	Co-manager	1 Oct 1998	Other	4386996
Lester Nelson	Chief compliance officer	1 Oct 1998	Other	1921451
Inc. Moneypaper	Shareholder	1 Oct 1998	75% - 100%	13-3895651
Leonard Barenboim	Chief compliance officer	1 May 2017	Other	1523181
Juan Mario Medina	Portfolio manager	1 Jul 2017	Other	6827298

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Vita Joy Nelson	President	1 Aug 1996	75% - 100%	1846882
Vita Nelson	President	1 Aug 1996	75% - 100%	1846882

Based in Harrison

The principal office where The Moneypaper Advisor, Inc. performs its advisory services is located at 111 Pleasant Ridge Road, Harrison, NY 10528, 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 914-925-0022 X 100 or by fax 914-921-5745. The normal business hours are 9am to 5pm on Monday - Friday.