Muirfield Capital Global Advisors LLC (New York)

Name: Muirfield Capital Global Advisors LLC
Address: 245 Park Avenue, New York, NY, 10167
Telephone: 212-332-2500

Muirfield Capital Global Advisors LLC is a large advisory firm based in New York. It manages $142.16 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017.

Muirfield Capital Global Advisors 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.

Muirfield Capital Global Advisors: assets under management

The assets under management (AUM) of Muirfield Capital Global Advisors LLC is $142.16 million. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $100.32 million in discretionary accounts and $41.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100.32 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $41.84 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Muirfield Capital Global Advisors LLC 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.

What kind of clients Geoffrey A Stern serves?

The only and largest group of clients of Geoffrey A Stern is pooled investment vehicles with 2 clients and $142.16 million of assets under management. Among the 8 most similar advisory firms, Muirfield Capital Global Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $142.16 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Muirfield Capital Global Advisors also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Muirfield Capital Global Advisors LLC

The company employs 5 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’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.

Geoffrey A Stern has been acting as President since 1 Dec 2016. Martin C Murrer joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Geoffrey A Stern	President	1 Dec 2016	75% - 100%	1021144
Martin C Murrer	Chief compliance officer	1 May 2017	Other	1790226

Based in New York

The principal office where Muirfield Capital Global Advisors LLC performs its advisory services is located at 245 Park Avenue, New York, NY 10167, 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 212-332-2500 or by fax 212-332-2520. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at muirfieldcap.com.