Sixty Capital Advisors, LLC (New York)

Name: Sixty Capital Advisors, LLC
Address: 680 Fifth Ave, New York, NY, 10019
Telephone: 212-554-2314

Sixty Capital Advisors, LLC is a mid-sized advisory firm based in New York. It manages $27.87 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017.

Sixty Capital 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.

Sixty Capital Advisors: assets under management

The assets under management (AUM) of Sixty Capital Advisors, LLC is $27.87 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.87 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sixty Capital Advisors, 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 Sixty Capital Advisors serves?

The only and largest group of clients of Sixty Capital Advisors is pooled investment vehicles with 1 clients and $27.87 million of assets under management. Among the 3 most similar advisory firms, Sixty Capital Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $27.87 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Sixty Capital Advisors also advises several private funds.

Careers at Sixty Capital Advisors, LLC

The company employs 4 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
Lp Sixty Capital Holdings	Managing member	1 Aug 2014	75% - 100%	47-2356102
Roos Maximilian	Chief investment officer, chief executive officer	1 Aug 2014	Other	6854357
Ian R Erb	Cco	1 Aug 2017	Other	5179031
Colleen Elizabeth Corwell	Chief compliance officer	1 Jan 2018	Other	4154751

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Sixty Holdings Gp	General partner	1 Aug 2014	Other	47-2356056
Jeremy Bronfman	Limited partner/member	1 Aug 2014	50% - 75%	6853916
Matthew Bronfman	Limited partner/member	1 Aug 2014	25% - 50%	4782694
Roos Maximilian	Class a-1 member	1 Oct 2018	25% - 50%	6854357
Matthew Bronfman Family Embt	Class b member	1 Oct 2018	25% - 50%	35-7049251

Based in New York

The principal office where Sixty Capital Advisors, LLC performs its advisory services is located at 680 Fifth Ave, New York, NY 10019, 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 212-554-2314. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at sixtycapital.com.