Nittany Funds Management, LLC is a large advisory firm based in Tappan. It manages $44 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.
Nittany Funds 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 Nittany Funds Management, LLC is $44 million. The firm's AUM has grown by 10% 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 Nittany Funds Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Nittany Funds Management, LLC performs its advisory services is located at 111 Route 303 (Suite 111), Tappan, NY 10983, 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 845-365-9165 or by fax 845-365-9168. The normal business hours are 9a.m.-6.p.m. on Monday - Friday. You can find more information about the New York firm at nittanyfunds.com.