Darwin Inc (Newtown)

Name: Darwin Inc
Address: 32 Bayshore Dr, Newtown, PA, 18940
Telephone: 215-504-5567

Darwin Inc is a large advisory firm based in Newtown. It manages $26.25 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

Darwin provides portfolio management for individuals and small businesses and 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.

Darwin: assets under management

The assets under management (AUM) of Darwin Inc is $26.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Darwin Inc 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.

Careers at Darwin Inc

Edgar Jay House has been acting as President since 1 Oct 1993. Stanley V. Lekach joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edgar Jay House	President	1 Oct 1993	50% - 75%	4371633
Stanley V. Lekach	Vice president	1 Oct 1993	50% - 75%	4371636

Based in Newtown

The principal office where Darwin Inc performs its advisory services is located at 32 Bayshore Dr, Newtown, PA 18940, 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 215-504-5567 or by fax 215-504-5517. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.thedarwinfundlp.com.