Achieve Partners Management, LLC (New York)

Name: Achieve Partners Management, LLC
Address: 530 Seventh Ave., New York, NY, 10018
Telephone: (917) 821-9194

Achieve Partners Management, LLC is a mid-sized advisory firm based in New York. It manages $90 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.

Achieve Partners Management 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.

Achieve Partners Management: assets under management

The assets under management (AUM) of Achieve Partners Management, LLC is $90 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $90 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Achieve Partners Management, 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.

What kind of clients Achieve Partners Management serves?

The only and largest group of clients of Achieve Partners Management is pooled investment vehicles with 1 clients and $90 million of assets under management. Among the 3 most similar advisory firms, Achieve Partners Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $90 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Achieve Partners Management also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Achieve Partners Management, LLC

The company employs 3 people that are either part- or full-time employees. 100 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ryan David Craig	Managing member	1 Oct 2018	50% - 75%	6046639
Daniel Shlomo Pianko	Managing member	1 Oct 2018	50% - 75%	3105052
Adam Vilko Goldfarb	Chief compliance officer	1 Jun 2019	Other	7132705

Based in New York

The principal office where Achieve Partners Management, LLC performs its advisory services is located at 530 Seventh Ave., New York, NY 10018, 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 (917) 821-9194. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at achievepartners.com.