Albion Investors LLC is a large advisory firm based in New York. It manages $637.39 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.
Albion Investors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Albion Investors LLC is $637.39 million. The firm's AUM has gone down by -21% 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 Albion Investors LLC for their services and products based on a percentage of assets under management and fixed 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.
The only and largest group of clients of Albion Investors is pooled investment vehicles with 1 clients and $83.36 thousand of assets under management. Among the 9 most similar advisory firms, Albion Investors has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $83.36 thousand for 1 clients. None of the firm’s clients are foreign persons or businesses.
Albion Investors 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.
The company employs 6 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.
The principal office where Albion Investors LLC performs its advisory services is located at 501 Madison Avenue, 27 Th Fl, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Palm Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-277-7529 or by fax 646-723-3263. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at albioninvestors.com.