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Lipper & Company, L.L.C. (New York)


Lipper & Company, L.L.C. is a large advisory firm based in New York. It manages $444.83 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2003.

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Lipper & Company, L.L.C provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lipper & Company, L.L.C: assets under management

The assets under management (AUM) of Lipper & Company, L.L.C. is $444.83 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $444.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.97 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lipper & Company, L.L.C. for their services and products based on a percentage of assets under management. 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.

Based in New York

The principal office where Lipper & Company, L.L.C. performs its advisory services is located at 101 Park Ave, New York, NY 10178, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-883-6333 or by fax 212-883-8701. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at lipper.com.


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