Se connecter Inscription gratuite

K2/D:S Management Co., LLC (Stamford)


K2/D:S Management Co., LLC is a large advisory firm based in Stamford. It manages $668 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Connecticut.

Logo

K2/D:S Management Co. 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.

K2/D:S Management Co.: assets under management

The assets under management (AUM) of K2/D:S Management Co., LLC is $668 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $668 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.43 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay K2/D:S Management Co., LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in Stamford

The principal office where K2/D:S Management Co., LLC performs its advisory services is located at 300 Atlantic Street 12 Th Fl., Stamford, CT 06901, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-348-5252 or by fax 203-359-6369. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.k2advisors.com.


Registered investment advisers similar to K2/D:S Management Co., LLC