Gluskin Sheff + Associates (Us) Inc. is a large advisory firm based in Englewood Cliffs. It manages $396.02 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New Jersey.
Gluskin Sheff + Associates (Us) 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.
The assets under management (AUM) of Gluskin Sheff + Associates (Us) Inc. is $396.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and $394.43 million of the total AUM is attributable to clients outside of the United States.
The only and largest group of clients of Thomas Carey Macmillan is pooled investment vehicles with 5 clients and $396.02 million of assets under management. Among the 8 most similar advisory firms, Gluskin Sheff + Associates (Us) has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $396.02 million for 5 clients. 80% of the firm’s clients are foreign persons or businesses.
Gluskin Sheff + Associates (Us) also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $190,000 for each fund.
The company employs 1 person that is either a part- or full-time employee. 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 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.
Thomas Carey Macmillan has been acting as President since 1 Jul 2016. Onex Credit Corporation joined the executive team most recently as the Shareholder.
The principal office where Gluskin Sheff + Associates (Us) Inc. performs its advisory services is located at 910 Sylvan Avenue, Englewood Cliffs, NJ 07632, 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 416-304-3976. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at gluskinsheff.com.