Remsen Lane Capital Partners, LLC (New York)

Remsen Lane Capital Partners, LLC is a large advisory firm based in New York. It manages $150.67 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018.

Remsen Lane Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Remsen Lane Capital Partners: assets under management

The assets under management (AUM) of Remsen Lane Capital Partners, LLC is $150.67 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $150.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Remsen Lane Capital Partners, LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Remsen Lane Capital Partners serves?

The only and largest group of clients of Remsen Lane Capital Partners is pooled investment vehicles with 4 clients and $150.67 million of assets under management. Among the 11 most similar advisory firms, Remsen Lane Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $150.67 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Remsen Lane Capital Partners also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Remsen Lane Capital Partners, LLC

The company employs 6 people that are either part- or full-time employees. 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 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.

Eric Allen Norfleet joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Allen Norfleet	Partner	1 Aug 2017	Other	2027423
Peter Petrillo	Chief executive officer	1 Aug 2017	Other	1935032
Jeffrey P Gerson	Partner / chief compliance officer	1 Aug 2017	Other	5203317
Michael David Goodman	Partner	1 Aug 2017	Other	6948634
Ryan Thomas Wierck	Partner	1 Aug 2017	Other	2512192

Based in New York

The principal office where Remsen Lane Capital Partners, LLC performs its advisory services is located at 420 Lexington Ave, New York, NY 10170, 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 (646) 599-9900. The normal business hours are 9am to 5pm on Monday - Friday.