Mayer & Hoffman Capital Advisors, LLC (New York)


Mayer & Hoffman Capital Advisors, LLC is a large advisory firm based in New York. It manages $271.9 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2004.

Mayer & Hoffman Capital Advisors 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.

Mayer & Hoffman Capital Advisors: assets under management

The assets under management (AUM) of Mayer & Hoffman Capital Advisors, LLC is $271.9 million. The firm's AUM has grown by 697% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $202.2 million in discretionary accounts and $69.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.89 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.23 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mayer & Hoffman Capital Advisors, LLC 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 Mayer & Hoffman Capital Advisors, LLC

Matthew Thomas Hoffman has served as the Chief Investment Officer since 1 Nov 2004. Tacie Jane Fox joined the executive team most recently as the Advisor.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Samuel A. Kirschner Managing member 1 Jun 2003 Other 4786837
Tacie Jane Fox Managing member 1 Jun 2003 Other 2943586
Eldon Cunningham Mayer Sr. managing member 1 Jun 2003 25% - 50% 1475283
Inc. Chapco Member 1 Jun 2003 Other 61-1068469
Samuel Aria Kirschner Managing member 1 Jun 2003 Other 4786837
Ronald Marc Panzier Cfo & chief compliance officer 1 Sep 2003 Other 2515899
Matthew Thomas Hoffman Chief investment officer 1 Nov 2003 Other 1144872
Samuel A. Kirschner Managing member 1 Jun 2004 Other 4786837
Tacie Jane Fox Managing member 1 Jun 2004 Other 2943586
Eldon Cunningham Mayer Sr. managing member 1 Jun 2004 25% - 50% 1475283
Inc. Chapco Member 1 Jun 2004 Other 61-1068469
Matthew Thomas Hoffman Chief investment officer 1 Nov 2004 Other 1144872
Tacie Jane Fox Advisor 1 Jul 2005 Other 2943586

Based in New York

The principal office where Mayer & Hoffman Capital Advisors, LLC performs its advisory services is located at 230 Park Avenue, New York, NY 10169, 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 212-400-7873 or by fax 212-202-7728. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.mayerhoffman.com.

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