Brownstone Asset Management, L.P. (New York)


Brownstone Asset Management, L.P. is a large advisory firm based in New York. It manages $475 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

Brownstone Asset Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brownstone Asset Management: assets under management

The assets under management (AUM) of Brownstone Asset Management, L.P. is $475 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 666% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $475 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.75 million each.
Brownstone Asset Management has custody of $475 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brownstone Asset Management, L.P. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Douglas Bennett Lowey Managing member 1 May 2004 75% - 100% 1932929

Based in New York

The principal office where Brownstone Asset Management, L.P. performs its advisory services is located at 100 Park Avenue, New York, NY 10017, 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 212-351-3333 or by fax 212-351-3351. The normal business hours are 8:00am-5:00pm on Monday - Friday.