Trust & Fiduciary Income Partners LLC is a mid-sized advisory firm based in Hackensack. It manages $70.49 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Massachusetts and New Jersey.
Trust & Fiduciary Income Partners provides portfolio management for individuals and small businesses and 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.
The assets under management (AUM) of Trust & Fiduciary Income Partners LLC is $70.49 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Trust & Fiduciary Income Partners LLC 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.
The firm provides services to investment companies and high net worth individuals. The largest group of clients of Trust & Fiduciary Income Partners is investment companies with 1 clients and $67.85 million of assets under management. Among the 1 most similar advisory firms, Trust & Fiduciary Income Partners has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $70.49 million for 13 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Trust & Fiduciary Income Partners doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Arthur Robert Degaetano has served as the Chief Investment Officer since 1 Mar 2016 and Stephen Christopher Selver is the Chief Executive Officer of Trust & Fiduciary Income Partners LLC family office. William Victor Nieporte joined the executive team most recently as the Chief Operating Officer & Chief Compliance Officer.
The principal office where Trust & Fiduciary Income Partners LLC performs its advisory services is located at 411 Hackensack Avenue, Hackensack, NJ 07601, which is also the mailing address of the firm. An additional office of the firm is in Manchester, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 201-708-8150. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at bramshillinvestments.com.