Fx Concepts Inc. (New York)

Name: Fx Concepts Inc.
Address: 225 W. 34 Th St. Suite 710, New York, NY, 10122
Telephone: 212-554-6800

Fx Concepts Inc. is a large advisory firm based in New York. It manages $11.87 billion of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2001.

Fx Concepts provides portfolio management for pooled investment vehicles and 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.

Fx Concepts: assets under management

The assets under management (AUM) of Fx Concepts Inc. is $11.87 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.87 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.59 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fx Concepts Inc. for their services and products based on a percentage of assets under management, subscription fees, 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 Fx Concepts Inc.

Philip E Simotas has been acting as President since 1 Oct 2001. L.P. International Foreign Exchange Concepts joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. International Foreign Exchange Concepts	Owner	1 Aug 1986	75% - 100%	13-3373543
John Taylor	Chairman, chief executive officer and chief investment officer	1 Aug 1986	50% - 75%	2370315
Jonathan Huntington Clark	Vice chairman	1 Jun 1989	Other	4414731
Eric Risdahl Nelson	Senior vice president	1 Aug 1990	Other	4414732
Hugh J. Tilney	Executive vice president and chief operating officer	1 Apr 1995	Other	4414729
Philip E Simotas	Senior vice president	1 Apr 1995	Other	1588004
Philip E Simotas	President	1 Oct 2001	Other	1588004
Anthony Sacco	Chief financial officer	1 Sep 2005	Other	5036318
L.P. International Foreign Exchange Concepts	Owner	1 Dec 2008	75% - 100%	26-3807734

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Taylor	Chairman and chief executive officer	1 Apr 1981	50% - 75%	2370315
Asset Management Investment Company Plc	Owner	1 Jun 2001	25% - 50%	foreign
John Taylor	Chairman and chief executive officer	1 Dec 2008	25% - 50%	2370315
Inc. Ifec Holdings	General partner	1 Dec 2008	75% - 100%	26-3815151

Based in New York

The principal office where Fx Concepts Inc. performs its advisory services is located at 225 W. 34 Th St. Suite 710, New York, NY 10122, which is also the mailing address of the firm. An additional office of the firm is in Pittsford, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-554-6800 or by fax 212-554-6905. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.fx-concepts.com.