Schroder Adveq Management Us, Inc. is a large advisory firm based in New York. It manages $10.31 billion of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2017.
Schroder Adveq Management Us provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Schroder Adveq Management Us, Inc. is $10.31 billion. The firm's AUM has grown by 50% since the beginning of its operation, and $8.91 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Schroder Adveq Management Us, Inc. for their services and products based on a percentage of assets under management and performance-based fees. 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.
The firm provides services to insurance companies, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Schroder Adveq Management Us is pooled investment vehicles with 33 clients and $6.04 billion of assets under management. Among the 7 most similar advisory firms, Schroder Adveq Management Us has the 2nd lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $9.43 billion for 61 clients. 89% of the firm’s clients are foreign persons or businesses.
Schroder Adveq Management Us also advises several private funds. Namely, forty private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,690,000.
The company employs 96 people that are either part- or full-time employees. 35 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Nils (Nmn) Rode has served as the Chief Investment Officer since 1 Jul 2017 and Reto Nmn Schwager is the Chief Executive Officer of Schroder Adveq Management Us, Inc. family office. Georg Fritz Wunderlin joined the executive team most recently as the Member Of The Board.
The principal office where Schroder Adveq Management Us, Inc. performs its advisory services is located at 7 Bryant Park, New York, NY 10018, 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 1-212-488-5330. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at schroderadveq.com.