Cni Nsi Advisors, LLC (Los Angeles)

Cni Nsi Advisors 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.

Cni Nsi Advisors: assets under management

The assets under management (AUM) of Cni Nsi Advisors, LLC is $62.27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $62.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $62.27 million each.

Cni Nsi Advisors has custody of $62.27 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cni Nsi Advisors, 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.

What kind of clients Thomas Joseph Barrack serves?

The only and largest group of clients of Thomas Joseph Barrack is pooled investment vehicles with 1 clients and $62.27 million of assets under management. Among the 1 most similar advisory firms, Cni Nsi Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $62.27 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Cni Nsi Advisors doesn't advise any private funds.

Careers at Cni Nsi Advisors, LLC

The company employs 457 people that are either part- or full-time employees. 34 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 Joseph Barrack has been acting as President since 1 Mar 2017. Ronald Mark Sanders joined the executive team most recently as the Vice President And Secretary.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Los Angeles

The principal office where Cni Nsi Advisors, LLC performs its advisory services is located at 515 South Flower Street, Los Angeles, CA 90071, which is also the mailing address of the firm. An additional office of the firm is in Irvine, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-282-8820 or by fax 310-460-7956. The normal business hours are 7:00am to 7:00pm on Monday - Friday. You can find more information about the New York firm at clns.com.

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