Munich Re Capital Management Corporation (New York)

Munich Re Capital Management Corporation is a large advisory firm based in New York. It manages $25.84 billion of regulatory assets for 69 client accounts. It has been registered with the SEC as an adviser since 2001.

Munich Re Capital Management Corporation 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.

Munich Re Capital Management Corporation: assets under management

The assets under management (AUM) of Munich Re Capital Management Corporation is $25.84 billion. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.85 billion in discretionary accounts and $4.99 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $315.86 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.66 billion.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Munich Re Capital Management Corporation for their services and products based on a percentage of assets under management and fixed 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.

Careers at Munich Re Capital Management Corporation

Robert Helm has been acting as President since 1 Jan 1999. Klaus Chavanne joined the executive team most recently as the Vice President, Quantitative Risk Management.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Munchener Ruckversicherungs Gesellschaft Aktienggesell Schaft In Munchen	Sole shareholder	1 Apr 1994	75% - 100%	n/a
Wolfgang Rainer Engshuber	Director	1 Mar 1996	Other	4519349
Osbely A Tala	Director, portfolio administration	1 Oct 1996	Other	2145870
Paul Richard Mcdermott	Director	1 Mar 1997	Other	1839402
Robert Helm	Director	1 Jan 1999	Other	4519385
Thomas Michael O'gorman	Director, bond portfolio management	1 Jan 2000	Other	4379979
Michael Leit	Director, credit research	1 Jan 2000	Other	1854512
Anthony Thomas Contessa	Director, quantitative research	1 Jan 2000	Other	4379994
Christopher Peter Harvey	Director, equities	1 Apr 2000	Other	4379990
Thomas Robert Kabisch	Director	1 Nov 2000	Other	4519379
May Neilun Ngai	President and ceo	1 Jan 2001	Other	2078545
Mei Lun Ngai Seeman	President,ceo and director	1 Jan 2001	Other	2078545
Neil Anthony Daniele	Vice president, compliance officer	1 Apr 2001	Other	1180331
Michael Kaufman	Vice president, quantitative risk management	1 Nov 2001	Other	4516766
Beth Sharon Rubin	Vice president,operations and control	1 Sep 2002	Other	4630297
Munich American Holding Company	Sole shareholder	1 Dec 2002	75% - 100%	22-3753262
Thomas Hans Kurtz	Director	1 Oct 2003	Other	4760732
James Lawrence Sweeney	Director	1 Jan 2004	Other	4759979
Klaus Chavanne	Vice president, quantitative risk management	1 May 2005	Other	4999777

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Munchener Ruckversicherungs Gesellschaft Aktienggesell Schaft In Munchen	Indirect subsidiary of munich re	1 Dec 2002	Other	foreign entity

Based in New York

The principal office where Munich Re Capital Management Corporation performs its advisory services is located at 540 Madison Avenue, New York, NY 10022, 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 212-583-4800 or by fax 212-583-0882. The normal business hours are 8:00a.m. - 5:00p.m. on Monday - Friday.