Natsource Asset Management LLC is a large advisory firm based in New York. It manages $308.01 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.
Natsource Asset 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.
The assets under management (AUM) of Natsource Asset Management LLC is $308.01 million. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Natsource Asset Management LLC for their services and products based on a percentage of assets under management, fixed fees, 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.
Frederick Ward Charlton Shaw joined the executive team most recently as the Chief Compliance Officer.
The principal office where Natsource Asset Management LLC performs its advisory services is located at 100 William Street, New York, NY 10038, 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 212-232-5300 or by fax 212-747-1905. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.natsource.com.