Clariden Asset Management New York Inc (New York)

Clariden Asset Management New York Inc is a large advisory firm based in New York. It manages $118.04 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2001.

Clariden Asset Management New York provides portfolio management for individuals and small businesses and 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.

Clariden Asset Management New York: assets under management

The assets under management (AUM) of Clariden Asset Management New York Inc is $118.04 million. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $89.68 million in discretionary accounts and $28.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.76 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $886.15 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clariden Asset Management New York Inc 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.

Careers at Clariden Asset Management New York Inc

Arno Robert Af Ursin has been acting as President since 1 Jun 1997. Manuel Emilio Marinez Valera joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alexandre C. Hoffmann	Chairman of the board of directors	1 Jun 1986	Other	4346683
Francois Bernard Stalder	Member of the board of directors	1 Sep 1993	Other	4346692
Clariden Holding Ltd.	Shareholder	1 Sep 1996	75% - 100%	0
Arno Robert Af Ursin	Director	1 Jun 1997	Other	4346675
Alexander Grob	Member of the board of directors	1 Jul 1997	Other	4346695
Pablo X. Trucco	Senior vice president	1 Sep 1999	Other	4346679
Luis A. Salaverria	President, ceo & member of the board of directors	1 Jan 2001	Other	4346671
Stefan Marco Hausherr	Vice president	1 Jul 2001	Other	4434895
Manuel Emilio Marinez Valera	Director	1 Aug 2001	Other	4434887

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Credit Suisse Group	Indirect owner	1 Jun 1986	75% - 100%	0

Based in New York

The principal office where Clariden Asset Management New York Inc performs its advisory services is located at 12 East 49 Th Street, 36 Th Floor, New York, NY 10017, 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 212-888-4949 or by fax 212-888-1940. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.