Pageone Funds Management, LLC is an investment adviser to an investment company based in Malta. It manages $44.86 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Pageone Funds Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pageone Funds Management, LLC is $44.86 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pageone Funds Management, 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.
Edgar Ronald Page has been acting as President since 1 Feb 2012. Kyle Patrick Webber joined the executive team most recently as the Chief Compliance Officer.
The principal office where Pageone Funds Management, LLC performs its advisory services is located at 2537 Route 9, Malta, NY 12020, 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 800-733-6228 or by fax 518-688-0211. The normal business hours are 9am - 5pm on Monday - Friday.