Global Asset Management Usa Inc (New York)

Global Asset Management Usa Inc is a large advisory firm based in New York. It manages $1.04 billion of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Delaware, and 19 other states.

Global Asset Management U provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and 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 Asset Management U: assets under management

The assets under management (AUM) of Global Asset Management Usa Inc is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.04 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.01 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Asset Management Usa Inc 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.

Careers at Global Asset Management Usa Inc

Burkhard Poschadel has been acting as President since 1 May 2000. Gam Holding Ag joined the executive team most recently as the Shareholder Of Gam Usa.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gam Admin B.V. ("Gabv")	Shareholder of gam usa	1 May 1983	75% - 100%	n/a
Kevin John Blanchfield	Director, chief operating officer, chief financial officer	1 Nov 1993	Other	1030695
Jozef C Hendriks	Director	1 Dec 1995	Other	4392325
Brett Alan Felsman	Director, institutional division	1 Mar 1997	Other	2995249
David Alan Anderson	Director, managing director - clients - americas	1 Mar 1998	Other	1100996
James Anthony Goldschmidt	Vice president, director of private accounts	1 Mar 1998	Other	1306223
Joseph Allessie	General counsel, secretary and chief compliance officer	1 Feb 1999	Other	3193402
John L Griffith	Managing director, institutional division	1 Apr 1999	Other	2254225
Deborah Ann Brodheim	Vice president, director of private accounts	1 Sep 1999	Other	3009386
Burkhard Poschadel	Director	1 May 2000	Other	4392323
Benjamin Franklin Lenhardt	Director	1 May 2000	Other	2285642
James Albert Abate	Investment director	1 Jan 2001	Other	1496799
Michael Joseph Bessel	Associate general counsel and compliance manager	1 May 2002	Other	2963742
Gam Holding Ag	Shareholder of gam usa	1 Jan 2003	75% - 100%	n/a

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Greenpark Management N.V. ("Gmnv")	Shareholder of gamsr	1 Mar 1984	75% - 100%	n/a
Global Asset Management Ltd. ("Gaml")	Shareholder of gmnv	1 Jul 1989	75% - 100%	n/a
Global Asset Management Gam Sarl ("Gamsr")	Shareholder of gabv	1 Sep 1996	75% - 100%	n/a
Ubs Ag	Shareholder of gaml	1 Dec 1999	75% - 100%	n/a
Ubs Ag	Shareholder of gam holding ag	1 Jul 2002	75% - 100%	n/a
Gam Holding Ag	Shareholder of gaml	1 Jul 2002	75% - 100%	foreign

Based in New York

The principal office where Global Asset Management Usa Inc performs its advisory services is located at 135 East 57 Th Street, New York, NY 10022, 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 212-407-4600 or by fax 212-407-4682. The normal business hours are 9:00-5:00 on Monday - Friday.