Mendon Capital Advisors Corp is a large advisory firm based in Rochester. It manages $711.42 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and New York.
Mendon Capital Advisors Corp provides portfolio management for investment companies and security selection and consulting services. 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 assets under management (AUM) of Mendon Capital Advisors Corp is $711.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1823% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mendon Capital Advisors Corp for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and other investment advisers. The largest group of clients of Anton Villars Schutz is investment companies with 2 clients and $691.62 million of assets under management. Among the 9 most similar advisory firms, Mendon Capital Advisors Corp has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $711.42 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
Mendon Capital Advisors Corp doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
Anton Villars Schutz has been acting as President since 1 Jun 1996. Lisa Marie Tamburini joined the executive team most recently as the Chief Compliance Officer.
The principal office where Mendon Capital Advisors Corp performs its advisory services is located at 150 Allens Creek Road, Rochester, NY 14618, which is also the mailing address of the firm. An additional office of the firm is in Key Largo, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 585-770-1770 or by fax 585-770-1779. The normal business hours are 7am-5pm on Monday - Friday. You can find more information about the New York firm at mendoncapital.com.