Lyster Watson Management, Inc. (New York)
Lyster Watson Management, Inc. is a large advisory firm based in New York. It manages $390.67 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Lyster Watson Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Lyster Watson Management: assets under management
The assets under management (AUM) of Lyster Watson Management, Inc. is $390.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Lyster Watson Management, 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 Lyster Watson Management, Inc.
Robert Carrall Watson has been acting as President since 1 Apr 1993. Steven Joseph Swain joined the executive team most recently as the Chief Operating Officer.
Direct owners and executive officers
Based in New York
The principal office where Lyster Watson Management, Inc. performs its advisory services is located at 888 Seventh Avenue, New York, NY 10019, 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) 841-6800 or by fax (212) 841-6930. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.lysterwatson.com.
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