Global Retail Partners Inc. (New York)

Global Retail Partners Inc. is a pension cosultant based in New York. It manages $15.01 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

Global Retail Partners provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Retail Partners: assets under management

The assets under management (AUM) of Global Retail Partners Inc. is $15.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Retail Partners Inc. 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.

Careers at Global Retail Partners Inc.

Lawrence Michael Schloss has been acting as President since 1 Aug 1995. Eileen E Ryan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence Michael Schloss	Director	1 Aug 1995	Other	1086508
Nicole I Sincek Arnaboldi	Director	1 Aug 1995	Other	1427291
Steven Jonathon Dietz	Partner	1 Jan 1996	Other	1525092
Pierre L Morin	Partner	1 Jan 1996	Other	2708967
Linda Fayne Levinson	Partner	1 Jan 1997	Other	4603669
Steven Edward Lebow	Managing partner	1 Jan 2000	Other	1079230
Yves B. Sisteron	Managing partner	1 Jan 2000	Other	4354962
Inc. Dlj Capital Investors	Shareholder	1 Mar 2000	75% - 100%	13-3805378
Inc. Credit Suisse First Boston Private Equity	Shareholder	1 Mar 2000	75% - 100%	13-3805378
Brian Joseph Mcloughlin	Partner	1 Jan 2002	Other	2089184
Nicole I Sincek Arnaboldi	Director	1 Mar 2003	Other	1427291
George Ronald Hornig	Director	1 Mar 2003	Other	1817508
Ivy B Dodes	Vice president & counsel	1 Mar 2003	Other	2306196
Edward A Poletti	Vice president & controller	1 Mar 2003	Other	1532626
Kenneth John Lohsen	Director	1 Mar 2003	Other	4571019
Eileen E Ryan	Chief compliance officer	1 Dec 2003	Other	2014783

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Formerly Donaldson Lufkin & Jenrette Inc. Credit Suisse First Boston (Usa)	Shareholder	1 Nov 2000	75% - 100%	13-1898818
Inc. Credit Suisse First Boston	Shareholder	1 Nov 2000	75% - 100%	foreign entity
Credit Suisse First Boston	Shareholder	1 Nov 2000	50% - 75%	foreign entity
Credit Suisse Group	Shareholder	1 Nov 2000	75% - 100%	foreign entity
Inc. Credit Suisse First Boston (Usa)	Shareholder	1 Nov 2000	75% - 100%	13-1898818

Based in New York

The principal office where Global Retail Partners Inc. performs its advisory services is located at 11 Madison Avenue, 16 Th Floor, New York, NY 10010, 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 212-325-2000 or by fax 212-325-6100. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.