Cnh Partners, LLC (Greenwich)

Cnh Partners, LLC is a large advisory firm based in Greenwich. It manages $4.27 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Cnh Partners provides portfolio management for investment companies 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.

Cnh Partners: assets under management

The assets under management (AUM) of Cnh Partners, LLC is $4.27 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 8445% since the beginning of its operation, and $3.26 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $4.27 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $213.62 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cnh Partners, 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 Cnh Partners serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Cnh Partners is pooled investment vehicles with 16 clients and $3.5 billion of assets under management. Among the 10 most similar advisory firms, Cnh Partners has the 5th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.27 billion for 20 clients. 65% of the firm’s clients are foreign persons or businesses.

Cnh Partners also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Cnh Partners, LLC

The company employs 17 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’s a single person 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
Llc Aqr Capital Management	Member	1 May 2001	50% - 75%	111883
Llc Raim	Member	1 May 2001	50% - 75%	04-3579856
Cliff Scott Asness	Principal	1 May 2001	Other	1700275
David Gary Kabiller	Principal	1 May 2001	Other	1736385
John Mihn Soo Liew	Principal	1 May 2001	Other	2681540
Robert John Krail	Principal	1 May 2001	Other	2024188
Abdon Bolivar	Chief compliance officer	1 Aug 2002	Other	4002379
Bradley David Asness	Chief legal officer	1 Dec 2004	Other	2930173
Robert Fisk Bryant	Principal	1 Jan 2012	Other	6046805
Herbert James Willcox	Chief compliance officer	1 Aug 2013	Other	1868426
Llc Cnh Capital Management	Member	1 Mar 2015	50% - 75%	47-2533184
William Joseph Fenrich	Chief legal officer	1 Jul 2017	Other	2228437

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Cliff Scott Asness	Managing principal	1 Jan 1998	50% - 75%	1700275
David Gary Kabiller	Principal	1 Jan 1998	Other	1736385
John Mihn Soo Liew	Principal	1 Jan 1998	Other	2681540
Robert John Krail	Principal	1 Jan 1998	Other	2024188
Mark L Mitchell	Member	1 May 2001	50% - 75%	4471937
Todd Pulvino	Principal	1 May 2001	50% - 75%	4472273
Llc Aqr Capital Management Holdings	Member	1 Nov 2004	75% - 100%	20-1920522
Inc. Affiliated Managers Group	Member	1 Nov 2004	75% - 100%	04-3218510
L.P. Aqr Capital Management Group	Member	1 Sep 2012	75% - 100%	90-0888751
Clifford Scott Asness	Member	1 Jan 2014	25% - 50%	1700275
Llc Topspin Acquisition	Member	1 Dec 2014	25% - 50%	45-1219779
Raim Corp	Member	1 Mar 2015	75% - 100%	04-3579856

Based in Greenwich

The principal office where Cnh Partners, LLC performs its advisory services is located at Two Greenwich Plaza, Greenwich, CT 06830, 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 203-742-3600 or by fax 203-742-3100. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.