York Registered Holdings, L.P. (New York)
York Registered Holdings, L.P. is a large advisory firm based in New York. It manages $154.42 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
York Registered Holdings 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.
York Registered Holdings: assets under management
The assets under management (AUM) of York Registered Holdings, L.P. is $154.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2988% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay York Registered Holdings, L.P. 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.
What kind of clients Jeffrey Andrew Weber serves?
The only and largest group of clients of Jeffrey Andrew Weber is investment companies with 1 clients and $154.42 million of assets under management. Among the 13 most similar advisory firms, York Registered Holdings has the 3rd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $154.42 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
York Registered Holdings doesn't advise any private funds.
Careers at York Registered Holdings, L.P.
The company employs 199 people that are either part- or full-time employees. 37 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.
Jeffrey Andrew Weber has been acting as President since 1 Nov 2004. Daniel Alexander Schwartz has served as the Chief Investment Officer since 1 Mar 1993 and James Gerard Dinan is the Chief Executive Officer of York Registered Holdings, L.P. family office. William Charles Vrattos joined the executive team most recently as the Co Chief Investment Officer.
Direct owners and executive officers
Based in New York
The principal office where York Registered Holdings, L.P. performs its advisory services is located at 767 Fifth Ave, 17 Th Floor, New York, NY 10153, which is also the mailing address of the firm. An additional office of the firm is in Miami, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-300-1300 or by fax 212-300-1301. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at yorkcapital.com.
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