Metropolitan Partners Group Management, LLC is a large advisory firm based in New York. It manages $322.5 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2018.
Metropolitan Partners Group Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and due diligence services, please see miscellaneouse section of schedule d. 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 Metropolitan Partners Group Management, LLC is $322.5 million. The firm's AUM has grown by 27% 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 Metropolitan Partners Group Management, LLC for their services and products based on a percentage of assets under management 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.
The only and largest group of clients of John Ioannou is pooled investment vehicles with 10 clients and $269.17 million of assets under management. Among the 10 most similar advisory firms, Metropolitan Partners Group Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $269.17 million for 10 clients. None of the firm’s clients are foreign persons or businesses.
Metropolitan Partners Group Management also advises several private funds. Namely, nine private equity funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $1,000,000.
The company employs 16 people that are either part- or full-time employees. 88 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 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.
John Ioannou has been acting as President since 1 Sep 2017. Pkl Holdings joined the executive team most recently as the Member.
The principal office where Metropolitan Partners Group Management, LLC performs its advisory services is located at 70 East 55 Th Street, 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 212-561-1250 or by fax 917-591-4289. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/1435567/.